Broker Check

The Schmidt Team

Backed by our robust, employee-owned Firm, and with the support of our specialists,
we provide a comprehensive, client-driven wealth management experience.

Leadership

Douglas Schmidt

Director | Senior Investment Consultant

Doug specializes in addressing the investment challenges of affluent families, Private Equity Principals, C-Suite Executives, and successful Entrepreneurs. His practice is built around comprehensive long-term planning, control of risk, objectivity, and the thorough understanding of his clients’ financial situations, family dynamics, personal goals, and risk tolerance.

Before joining Baird in 2008 Doug served for 13 years at William Blair & Company as an Investment Banker and in the Private Investor Department. Prior to that, he led a team at Westpac Banking Corporation overseeing global banking relationships with Fortune 500 corporations such as Ford, Chrysler, McDonald's, Sara Lee, and Hallmark.

Doug received his A.B. in Economics from Princeton University and his M.B.A. in Finance from the University of Chicago. He is a Governing Member of the Chicago Symphony Orchestra and a Director of the Golden Apple Foundation. He has served three terms on the Executive Committee of the Princeton Alumni Council and is a recipient of the Arnold M. Berlin ‘46 Award for Service to Princeton.

Greg Pinsky

Director

414-298-2646

gpinsky@rwbaird.com

Greg has 20 years of experience in the investment industry and rejoined Baird in March 2013. Most recently, he spent nearly 9 years as an analyst for two large institutional money managers, T. Rowe Price and Columbia Wanger Asset Management. In this role, Greg provided deep fundamental analysis and recommendations on security selection across a wide range of equity portfolios. He has also worked in private equity with One Equity Partners and spent two years in Baird’s Investment Banking Group.

Greg graduated magna cum laude from the Wharton School of the University of Pennsylvania and earned an MBA with high honors from The University of Chicago Booth School of Business.

He currently serves on the finance committee of BBYO. Greg resides in Deerfield, IL with his wife Steffanie and their children, Jack, Jordan and Sam.

Client Support

Jennifer Curtiss

Vice President | Associate Branch Manager

Jennifer joined Baird in 2008 after receiving her Bachelor of Business in Finance from Western Illinois University. She prides herself on providing clients with superlative service. Her duties include account documentation and administration, operational issues, and general client problem-solving. Her goal is to ensure a level of client support and service which cannot be exceeded.

Jennifer has served as co-chair of Baird's Registered Assistant Advisory Council, which represents, supports, and empowers all Baird Client Specialists. She has twice received the firm-wide Branch Associate All Star Award which recognizes associates for outstanding client service and willingness to go the extra mile for our clients, our fellow associates, and our firm.

Team Specialists

Laura Ames

Laura Ames, J.D.

Wealth Strategy

Kathy  Carey, CFA

Kathy Carey, CFA

Equity Strategy & Research

Jason  Trennert

Jason Trennert

Investment Strategy

Erica Kroll

Erica Kroll

Insurance Solutions

Craig Elder

Craig Elder

Fixed Income Analysis

Laurence Kluth

Laurence Kluth

Equity Compensation Planning