George Wong, Investment Analyst

George has four years of experience. He focuses on credit research, portfolio analytics and risk control for mutual funds and separately managed municipal bond accounts. George obtained his undergraduate degree in Finance and Accounting from Marquette University, where he is a graduate of the Applied Investment Management program.  He earned the Chartered Financial Analyst designation in 2024 and is a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors full-time in 2022, George interned with the team for two years.