Joseph Kraft, CFP®
Managing Director, Senior Investment Consultant
Joe is a CERTIFIED FINANCIAL PLANNERTM professional and has a focus on developing risk and asset management strategies. He has been empowered to serve high net worth clients of Baird Private Wealth Management. Prior to joining Baird, Joe spent nine years at Morgan Stanley and eight years at Smith Barney as a Portfolio Manager and Financial Consultant. He started his career with Northern Trust in Chicago in 1989. He has a B.A. in Economics from the University of Illinois.
Joe and his wife Jacki reside in Westlake, Ohio and have three adult sons. Joe spends time volunteering and supporting a number of non-profit Boards focusing on special needs and education. Joe holds the FINRA Series 7, 31, 63 and 65 licenses. He also maintains Life and Health insurance licenses.