Broker Check
 Max Mann, CFA®, CMT

Max Mann, CFA®, CMT

Baird Equity Asset Management | Portfolio Manager

Our team works closely with Baird’s Specialized Asset Management (SAM) team. With an average of 21 years of asset management experience, their portfolios offer a customized, multi-asset class and discretionary solution designed for our high-net-worth clients. Portfolios combine high-quality companies with complementary asset classes using mutual funds and exchange traded funds (ETFs). These easy-to-understand solutions are customizable, tax-efficient and designed to weather tough markets.

Their team believes in establishing clear investment objectives, promoting a long-term perspective, and encouraging realistic risk and return expectations. A disciplined approach to asset allocation is critical to meeting our client’s objectives and they emphasize high quality investments across all asset classes.