I have been in the financial services industry since 1992 and am currently the Branch Manager for RW Baird’s Portland, Maine office. My responsibilities include managing, recruiting and growing RW Baird name recognition in our community. In addition I am also a Senior Portfolio Manager with an oversight on Investment Management, Asset Allocation, Financial Planning and implementing Defined Benefit Retirement Plans for highly compensated small business owners. I have successfully guided clients through 2 major recessions and market downturns over the last 3 decades, and within that context, deliver a level of seasoned experience and an academic approach to asset management. Utilizing a compre