Profile
Mr. J.
R.
McLaughlin, CFA, is a Managing Director & Portfolio Manager at Robert W.
Baird & Co., Inc. He has over 34 years of investment experience and has been with Baird’s Asset Management Group since 1996.
He manages portfolios for institutional and high-net-worth clients.
He is a Portfolio Manager on the Specialized Asset Management team where he manages portfolios for institutional and high-net-worth clients and guides the team’s investment philosophy and portfolio strategy.
Mr. McLaughlin received a BA in economics from the University of Colorado Boulder and earned the Chartered Financial Analyst (CFA) designation in 1999.
Randy McLaughlin active positions
| Companies | Position | Start |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Portfolio Manager-Equities | 01/01/1996 |
Former positions of Randy McLaughlin
| Companies | Position | End |
|---|---|---|
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Randy McLaughlin
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Colorado
The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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