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
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, J.D.
Wealth Strategy
Tim Steffen, CPA-PFS, CFP, CPWA
Tax Planning
Kathy Carey, CFA
Equity Strategy & Research
Scott Grenier, CFP, AEP
Estate Planning
Jason Trennert
Investment Strategy
Erica Kroll
Insurance Solutions
Craig Elder
Fixed Income Analysis
Laurence Kluth
Equity Compensation Planning