Senior investment management executive with 25+ years’ experience, recognized for management, strategic planning, product design, distribution, team build-outs and top decile sales rankings. Consistently increase assets under management in all lines of business including: mutual funds, separate accounts, subadvisory and annuities. Expertise in building lines of distribution and orchestrating cultural shifts in sales organizations; including the hiring, coaching and management of teams who call on Broker-Dealer, Financial Planner, Bank Markets and RIA’s. An exceptional communicator, trainer and public presenter with the gravity to influence and inspire large audiences. Contact Information:
Bayard Closser
President
Investment Planners Inc (IPI)
United States, Ohio, Cincinnati
About Me
Profile Information
President
Investment Planners Inc (IPI)
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Cincinnati
Ohio
United States
Aug 10, 2025
Work Experience
Investment Planners, Inc. -- IPI Wealth Management, Inc.
President Jul 2017 - Present
Email: bayardc@investment-planners.com
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