Kurt Edwin Carlson
Portfolio Manager-Equities at Robert W. Baird & Co., Inc. (Equity)
Kurt Edwin Carlson active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Career history of Kurt Edwin Carlson
Former positions of Kurt Edwin Carlson
Companies | Position | Start | 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 | 1989-12-31 | 2022-09-30 |
Training of Kurt Edwin Carlson
Grove City College | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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