The Epstein Calvelli Group
Milwaukee-Downtown Office
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Phone:
(414) 298-5124 Toll Free: (888) 792-0465 Fax: (414) 298-7400 ccalvelli@rwbaird.com Contact Us |
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Robert W. Baird & Co. 777 E Wisconsin Ave |
| Milwaukee, WI 53202 |
| Map/Directions |
Our Profile
The Epstein Calvelli Group
The Epstein Calvelli Group has over 35 years of combined experience. We believe in using the power of time and consistency in order to create wealth and the power of process and diversification in order to preserve it.
Honors & Recognition:
- David Epstein has been recognized among the top 100 financial advisors in an article published April 22 in Barron's.
- David Epstein has also been named to Barron’s annual list of America’s Top 1000 Advisors: 2010 State-by-State. The “Barron’s Top 1000 Advisors” is a select group of individuals who are screened on a number of criteria.
- In 2009 and 2010, Chris Calvelli was named to “On Wall Street” magazine’s list of Top 10 Regional Advisors Under 40. He ranked #2 on that list.
"To invest over a lifetime does not require a stratospheric IQ, unusual business insights or inside information; What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework."
- Warren Buffett
David has been a full service financial advisor at Robert W. Baird & Co. since 1984. His many professional accolades include the Explosive Growth Award in 1992, repeated membership in the Chairman's Club, Baird's Top Ten of Ten, and Baird's Number One Producer for 2001, 2002, 2003, 2004. 2005 and 2006. In addition, David has served as a member of Baird's Investment Policy Committee and Stock Selection Committee. David has extensive experience in assisting high net worth clients, including many top executives from both privately held and publicly traded companies. He specializes in building customized, tax efficient portfolios by utilizing a combination of equities, bonds, and cash equivalents. He also works closely with his client's attorneys and accountants to ensure that his clients receive the most comprehensive and highest quality advice possible.TODAY'S MARKETS
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BAIRD HIGHLIGHTS
- 2012 Economic and Stock Market Outlook
- Baird 2010 Annual Report
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