Profil
Mr. Lewis R.
Zwiebel, III, is a Director & National Accounts Manager at Robert W.
Baird & Co., Inc. He has over 32 years of investment sales, marketing and client service experience, having been responsible for retail and institutional business development for both wirehouse and regional broker-dealer national accounts.
He holds a bachelor's degree in finance from the University of Dayton.
Aktiva positioner av Rob Zwiebel
| Företag | 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. | Företagsledare/Principal | 2022-01-01 |
Rob Zwiebels utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
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 |
University of Dayton
University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















