Kathy Blake Carey, CFA

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.