Baird Specialists

Greg, Andrea, Gil, Courtney, and Ann have built strong relationships throughout Baird. The following associates are trusted partners who are often involved when meeting client needs.

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Bruce Bittles
Managing Director
Chief Investment Strategist 

Bruce Bittles provides stock market analysis to Baird’s retail, institutional and corporate clients and is a member of Baird’s Investment Policy and Stock Selection committees. He joined Baird in 2002. Bruce began his investment career as head trader at the options trading firm of Thomas, Haab and Botts in New York City, where he served for nine years. In 1974, Bruce joined J.C. Bradford & Company to establish and head the options department. In 1985, he joined Bradford’s research department, where he was partner in charge of market strategy until the company was acquired by PaineWebber in 2000.

He received both his BS in business and MBA in economics and finance from Fairleigh Dickinson University.

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Laura Thurow
Managing Director
Director of PWM Wealth Solutions

Laura Thurow is Director of Wealth Solutions for Baird’s Private Wealth Management (PWM) group. In this role, she is responsible for the people and platforms that support Baird’s financial advisors in all aspects of their wealth management practices.  This includes investment research and portfolio management, financial and estate planning, advisory solutions, credit and cash management, corporate and executive services and various other products and programs, as well as the technology strategy.  As part of the PWM Leadership Team, she is also involved in various strategic initiatives in support of Baird’s overall wealth management platform.   

Laura received a bachelor of arts degrees in Economics from Trinity College and an 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. Commentary from Laura has been featured in national, regional and trade media including The Wall Street Journal, The New York Times, USA Today, Kiplinger’s and Worth.

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Timothy M. Steffen
Director 
Director of Advanced Planning

Tim joined Baird in 1999. His areas of expertise include meeting with clients and prospects to discuss their financial and estate planning needs and serving as an income tax specialist for Baird’s Financial Advisors. Tim also supports Financial Advisors in a marketing and training capacity, helping them understand the benefits of using financial planning in their business and educating them on planning techniques. Prior to joining Baird, Tim worked in Arthur Anderson’s Private Client Services group where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.

Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth AdvisorSM professional and a member of the American and Wisconsin Institutes of CPAs, Investment Management Consultants Association and the Financial Planning Association. Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as The Wall Street Journal, USA Today, Chicago Tribune, San Francisco Chronicle, Barron’s, Bloomberg BusinessWeek, MarketWatch, Forbes, and InvestmentNews. In addition, he speaks to numerous client and professional groups  about tax and financial planning topics.

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Scott Grenier
Senior Vice President
Manager of Financial and Estate Planning

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.

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Ellen Rexroat
Director
Municipal Bond Trader

Ellen is a trader in Baird’s Private Client Municipal Department. She concentrates on marketing certain new and secondary issues and supports the distribution of these bonds to Baird’s retail investor system. Ellen joined Baird in 1985 and has worked in municipal trading, underwriting and marketing.

She graduated in 1984 from the University of Wisconsin-Milwaukee with a Bachelor’s degree in Fine Art.

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Joel R. Grant
Vice President
Fixed Income Portfolio Consultant

Joel joined Baird in 2010 and has 17 years of experience in the financial services industry. Joel trades the Wisconsin and US Territory municipalities, as well as constructs fixed income proposals and provides advice to Financial Advisors on their existing fixed income holdings. Prior to joining Baird, Joel worked as a Fixed Income Trader at the Ziegler Companies for six years. He has additional trading experience as a Money Market trader at US Bank, and gained valuable experience working with financial advisors and their clients as an Associate with the JP Morgan Private Client group.

Joel earned his Bachelor’s Degree from the University of Wisconsin-Milwaukee. He holds the FINRA Series 7 and 63 licenses.

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