Lisa Ann Keverian-Press
Portfolio Manager-Equities at Robert W. Baird & Co., Inc. (Private Banking)
Profile
Ms. Lisa A.
Keverian-Press is a Managing Director at Robert W.
Baird & Co., Inc. She began her financial services career in 1981.
As a partner/owner of an independent financial planning firm, she provided comprehensive wealth management advice to high net worth clients.
She joined Baird in 1999 as a Senior Vice President.
In 2001, she was selected to firm's prestigious Chairman’s Club, the firm’s highest recognition for Financial Advisors.
She was again honored in 2004 with a promotion to Managing Director.
Ms. Keverian-Press graduated with a degree in Economics from the University of Michigan in 1981.
She also holds the Certified Financial Planner™ certification.
She has received national recognition and has been named one of Barron’s Top 100 Women Financial Advisors three years in a row.
In 2017, she was chosen as one of FORBES Top Women Financial Advisors and recognized by FORBES as a Best In State Wealth Advisor in 2018.
Lisa Ann Keverian-Press active positions
| Companies | Position | Start |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Portfolio Manager-Equities | 1999-09-30 |
Training of Lisa Ann Keverian-Press
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
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