Carisa has 21 years of experience. She serves as a portfolio analyst for institutional separate account relationships providing ongoing portfolio reporting/analysis and a high level of client servicing. Carisa works directly with senior portfolio managers and key consultant relationships. She obtained her undergraduate degree in Finance from University of Wisconsin-Milwaukee. Prior to joining Baird Advisors, Carisa was a Client Services Specialist providing back-office support to Financial Advisors within Baird’s Private Wealth Management division.