Kathy Blake Carey, CFA
Director of PWM Research
As Director of Research & Planning for Baird’s Private Wealth Management group, Kathy Carey oversees the Asset Manager Research, Equity Research, and Fixed Income Research teams as well as the Financial & Estate Planning group. She is a co-portfolio manager for the ALIGN Strategic Portfolios where she is involved with investment, asset allocation and rebalancing decisions, as well as due diligence of the portfolios. She co-manages the Baird Recommended Portfolio and Baird Rising Dividend Portfolio.
Prior to rejoining Baird in 2013, Kathy spent nine years as an equity analyst and sector portfolio manager with Mason Street Advisors, the public investment subsidiary of Northwestern Mutual. Before that, she was a senior associate in Baird’s Equity Research department, covering Utilities and Financial Technology for four years.
Kathy received a Bachelor of Arts degree from Yale University and an MBA from the University of Colorado–Colorado Springs. She has earned the CFA charter and is a member of the CFA Society of Milwaukee. She holds Series 7 and 24 licenses.