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Michael Antonelli
A Look Ahead to 2021: Playback Available
Listen now to an informative discussion with Baird’s Mike Antonelli as he talks about where the markets may be headed and lessons learned from the 2020 Presidential election.
The Jester Group
We promise to bring the best practices of wealth management to our work with you. We promise to never lose sight of the fact that our relationship with you is bigger than numbers. Our vocation is to be your partner; to build an enduring relationship based on trust and integrity.
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Professional Resources
Expert advice is crucial in wealth planning. These professionals assist in completing your financial picture.
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Kathy Carey, CFA
Join us as we host Baird’s Director of Private Wealth Management Research & Planning, Kathy Carey, CFA. Ms. Carey will discuss Baird’s Recommended Portfolio, a Model Equity Portfolio that accesses Baird’s proven expertise and research.
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