Michael John Petros
Corporate Officer/Principal bei Robert W. Baird & Co., Inc. (Private Banking)
Profil
Mr. Michael J.
Petros is a Director of Private Wealth Management at Robert W.
Baird & Co., Inc. He joined Baird’s Atlanta North Point office in 2001, where he serves as a Financial Advisor and Associate Branch Manager.
With over 30 years of experience in the investment business, he specializes in developing and implementing financial plans for his clients.
These tailored plans include retirement and estate planning, insurance reviews as well as investment solutions.
His investment philosophy is to formulate a long-term investment plan reflecting his client’s financial goals as well as risk tolerance.
Then he recommends a portfolio designed to meet each client’s unique needs.
He received his undergraduate degree from the University of Florida in 1986.
He continued his education and obtained his Certified Financial Planner certification.
Aktive Positionen von Michael John Petros
| Unternehmen | Position | Beginn |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Corporate Officer/Principal | 01.04.2001 |
Ausbildung von Michael John Petros
| University of Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
