An Institutional Edge for Individual Investors
With over 35 years in global finance, Al’s approach to portfolio management offers an institutional edge to individual investors. He believes a research-driven, “keep-it-simple” philosophy is key to achieving long-term financial success. Al’s experience with institutional clients provides a level of expertise unique to the private wealth management industry.
Professional Experience and Educational Background
Prior to joining Baird in 2013, Al was the senior international trader for a mutual fund company in Birmingham, Michigan, and a financial product specialist and trader in New York City. He holds a bachelor’s degree in economics from Rutgers University.
Committed to the Community
Al is a longstanding member of the Birmingham, Michigan, Chamber of Commerce and the Knights of Columbus. He lives in Oxford, Michigan, and enjoys restoring classic cars, gardening, and spending time with his family.