Kathy Carey is Director of Research & Planning for Baird’s Private Wealth Management group. In this role, she oversees the Asset Manager Research, Equity, Value Equity and Fixed Income Research teams as well as the Financial & Estate Planning department.

She is a co-portfolio manager for the ALIGN Strategic portfolios where she is involved in the investment, asset allocation and rebalancing decisions as well as due diligence of the portfolios. Additionally, she is a voting member of Baird’s Equity Recommended Portfolio and sits on the firm’s Investment Policy Committee.

Previously, Kathy spent 9 years as an equity analyst and sector portfolio manager at 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 4 years.

Kathy received a bachelor of arts degree from Yale University and a 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 also holds Series 7, 66 and 24 licenses.