Kathryn Nusbaum, CFA®, CFP®, CPA

Kathryn is a Director on Baird’s Institutional Consulting Services team responsible for supporting institutional clients across the firm. Kathryn has over 20 years in the financial services industry serving high net worth families and institutional clients including endowments, foundations, Native American communities, Alaska Native based organizations and corporations. Prior to joining Baird, Kathryn spent her early career in NYC supporting Morgan Stanley’s Private Equity, Investment Banking and Institutional Securities groups. Kathryn has also served as an independent advisor and led a team at Vanguard. She is extremely active in the nonprofit community, having served in several leadership roles for the United Way over decades, was a member of the board for the NY Special Olympics Regional Games, is a sustaining member of the New York Junior League and is currently serving on the board of the HealthReach Community Clinic.

Kathryn received her BS from the Pennsylvania State University and an MBA in Finance from Fairleigh Dickinson University. She is a CFA® charterholder, a member of the CFA Society of Charlotte, a licensed Certified Public Accountant (CPA), and a Certified Financial Planner Professional (CFP®). Kathryn holds the Series 7, 63, 65 and 24 securities licenses.