Greg Sommersberger
Portfolio Manager-Equities at Robert W. Baird & Co., Inc. (Private Banking)
Profile
Mr. Gregory T.
Sommersberger is Senior Investment Consultant & Managing Director at Robert W.
Baird & Co., Inc. He specializes in managing wealth for families, professionals, and business owners.
He provides comprehensive retirement planning, estate planning, and investment management by utilizing Baird’s unique consultative approach.
He partners with his clients to craft personally tailored solutions for their ever-changing goals and needs.
Mr. Sommersberger graduated Magna Cum Laude with a bachelor’s degree in finance with an emphasis on economics from Valparaiso University.
He earned Academic All-American Honors for his performance and achievements on and off the football field.
He also completed the Investment Consultant Program sponsored by Baird, a five day course of study, at the University of Chicago’s Graduate School of Business.
Greg Sommersberger active positions
| Companies | Position | Start |
|---|---|---|
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 wealth management, 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 its 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. | Portfolio Manager-Equities | 30/04/2003 |
Training of Greg Sommersberger
| Valparaiso University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 wealth management, 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 its 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 |
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