Joseph Lorbert, Vice President, Investment Analyst

Joe has 15 years of experience. He focuses on portfolio analytics and the support of risk control and portfolio construction processes.  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.

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute. Use of the CFA designation signifies that the user has earned the CFA charter and is a member in good standing of CFA Institute.