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Kathy Blake Carey, CFA®

Kathy Blake Carey, CFA®

Director of Research & Advanced Planning | Director

Kathy Carey is Director of Research for Baird’s Private Wealth Management group. In this role, she oversees the following Research Teams:

  • Asset Manager Research
  • Equity and Fixed Income Research
  • Value Equity Research

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.