Joseph Lorbert, Vice President, Investment Analyst

Joe has 14 years of experience. He works directly with senior portfolio managers and key intermediary and consultant relationships with a focus on ESG related issues. Joe obtained his undergraduate degree in Finance and International Business from Marquette University. He earned the Certified Financial Planner designation in 2015 and the Chartered Financial Analyst designation in 2019. Joe is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, he worked as a Portfolio Analyst within Baird’s Private Wealth Management division, responsible for fixed income manager due diligence for the firm’s recommended managers program and discretionary model platform. Joe began his career as a Senior Associate with Roell Capital Management.

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