Cindy Bohlen

Analyst-Equity at Riverwater Partners LLC

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Ms. Cindy Bohlen, CFA, is a Director of Responsible Investing at Riverwater Partners LLC.
She is the Board Chair for Seventh Generation Interfaith Coalition for Responsible Investment.
Prior to joining Riverwater, Ms. Bohlen managed money for clients, serving as an analyst, fund manager, and portfolio manager at Robert W.
Baird and M&I Investment Management.
More recently, she added a socially responsible lens to her investment process, while working for a private socially responsible investment firm, and then for a local foundation.
She received her undergraduate degree from the University of Wisconsin and is a CFA charter holder.

Cindy Bohlen active positions

Companies	Position	Start
Riverwater Partners LLC Riverwater Partners LLC Investment ManagersFinance Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations.	Analyst-Equity	31/12/2016

All active positions of Cindy Bohlen

Former positions of Cindy Bohlen

Companies	Position	End
Robert W. Baird & Co., Inc. (Private Banking) Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.	Analyst-Equity	-

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University of Wisconsin

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Private companies	2
Riverwater Partners LLC Riverwater Partners LLC Investment ManagersFinance Riverwater Partners LLC (Riverwater) is an independent, SEC-registered socially responsible investment advisory firm headquartered in Milwaukee, Wisconsin. The firm was founded by Laura and Adam Peck in April 2016 and in 2018 became the first certified B-Corporation in Milwaukee. Riverwater manages socially responsible investments for individual, families, consultants, financial advisors, and foundations.	Finance
Robert W. Baird & Co., Inc. (Private Banking) Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.	Finance