Kurt Edwin Carlson

Portfolio Manager-Equities at Robert W. Baird & Co., Inc. (Equity)

Finance

Consumer Services

Profile

Mr. Kurt E.
Carlson, CFA, is a Managing Director at Robert W.
Baird & Co., Inc. He graduated from Grove City College (PA) with a Bachelor of Arts undergraduate degree in Financial Planning and currently am a CFP® practitioner and Chartered Financial Analyst charter holder

Kurt Edwin Carlson active positions

Companies	Position	Start
Robert W. Baird & Co., Inc. (Equity) Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc.	Portfolio Manager-Equities	2022-09-30

All active positions of Kurt Edwin Carlson

Former positions of Kurt Edwin Carlson

Companies	Position	End
Hefren-Tillotson, Inc. Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals.	Portfolio Manager-Equities	2022-09-30

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Training of Kurt Edwin Carlson

Grove City College

Undergraduate Degree

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Linked companies

Private companies	2
Hefren-Tillotson, Inc. Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals.	Finance
Robert W. Baird & Co., Inc. (Equity) Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc.	Finance