Laura Thurow, CFA
Director of Private Wealth Management Research and Products & Services
Telephone: (414) 298-1820
Laura Thurow is Director of Private Wealth Management Research and Products & Services where she is responsible for all research efforts focused on Private Wealth Management. This includes outside money manager and mutual fund research in support of the Recommended Manager and ALIGN programs, as well as individual stock, bond and ETF research and portfolio analysis.
She is co-portfolio manager of the ALIGN Strategic and ALIGN UMA Select Portfolios, and a voting member of the Investment Policy, ALIGN, Recommended Managers, Structured Products and Managed Futures Oversight committees. Laura also works directly with Financial Advisors providing investment and sales strategy and consultation.
Laura received a BA in Economics from Trinity College and a MBA from the University of Chicago Booth School of Business. She has earned the CFA charter and is a member of the CFA Society of Milwaukee. She also holds the Series 7, 9, 10, 63, 86 and 87 licenses.
Prior to joining PWM Research, Laura spent five years as a member of Baird’s Auto & Truck Supplier Equity Research team.
Laura and her husband Jason have two daughters, five year old Elizabeth and three year old Alexandra. Laura is also Past President and continues to serve on the Board of Directors of The Gathering, a local non-profit meal program.
Timothy M. Steffen, CPA/PFS, CFP®
Director of Advanced Planning
Tim Steffen joined Baird in 1999 to help advisors incorporate financial planning into their business model. He often meets with clients and prospects to discuss planning techniques, helping them and their advisors understand the benefits of financial planning. He also serves as the firm’s income tax specialist and manages an experienced staff of planners with a variety of roles and responsibilities.
Prior to joining Baird, Tim spent 8 years with Arthur Andersen’s Private Client Group where he specialized in income tax preparation and personal financial planning. His clients included corporate executives, business owners and family groups. He also managed the Milwaukee office’s Individual Tax Compliance group.
Tim earned his Bachelor of Science degree in Accounting from the University of Illinois - Champaign. He is a CPA and a Personal Financial Specialist, as well as a CERTIFIED FINANCIAL PLANNER™ professional. Tim is a member of the American and Wisconsin Institutes of CPAs and a member of the Financial Planning Association.
Tim and his wife Nicole live in Hartland, WI with their two children, Megan and Max.
Scott Grenier, CFP®, AEP®
Senior Vice President
Manager of Financial and Estate Planning
Telephone: (414) 765-3953
Scott Grenier joined Baird in 2010. Scott is currently Manager of Financial and Estate Planning for Baird’s Private Wealth Management Group.
Prior to joining Baird in 2010, Scott was responsible for providing financial planning solutions to high net worth individuals and families at Cleary Gull, Inc. Scott works with clients and their advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.
Scott graduated from Hamilton College with a Bachelors Degree in Economics and earned a Master of Science in Financial Services Degree from The American College.
Scott is an Accredited Estate Planner through the National Association of Estate Planning & Councils, Chartered Advisor in Philanthropy through The American College and a CFP® Professional.
Scott served on the Board of Milwaukee Estate Planning Forum and is a current member of the Milwaukee Estate Planning Forum, member of the Society of Financial Service Professionals and a member of the Financial Planning Association in Southeastern Wisconsin