Kathy Carey is Director of Research & Advanced Planning for Baird’s Private Wealth Management group. In this role, she oversees the following Research Teams:
- Asset Manager Research
- AQA Portfolios
- Equity and Fixed Income Research
- Investment Strategy
- She is a co-portfolio manager for the ALIGN Strategic Portfolios where she is involved with investment, asset allocation and rebalancing decisions, as well as due diligence of the portfolios. Additionally, she is a voting member of Baird’s Equity Recommended Portfolio and sits on the firm’s Investment Policy Committee.
Previously, Kathy spent nine years as an equity analyst and sector portfolio manager with Mason Street Advisors, the public investment subsidiary of Northwestern Mutual. Before that, she was a senior associate in Baird’s Equity Research Department covering Utilities and Financial Technology for four years.
Kathy received a Bachelor of Arts degree from Yale University and an MBA from the University of Colorado-Colorado Springs. She has earned the CFA charter and is a member of the CFA Society of Milwaukee. She also holds Series 7 and 24 licenses. Kathy is treasurer of the Yale Association of Wisconsin and a member of its scholarship committee.