Dan Holzrichter

Dan Holzrichter is a financial services professional with extensive experience in wealth management. Currently serving as Director of Private Wealth Management and Portfolio Manager at Baird since February 2011, Dan leads a team focused on helping clients achieve financial goals and overseeing over $340 million in client assets, personally managing over $150 million in discretionary models. Previously, Dan held senior roles at Morgan Stanley Smith Barney as Senior VP and Vice President, where responsibilities included team leadership in investment management and financial planning. Early career experience includes a position as Associate VP at Dain Rausher, where Dan pioneered team-based financial advisory practices. Additionally, Dan served in the United States Marine Corps, achieving the rank of Major and earning the Air Medal for combat missions during Operation Desert Storm. Educational credentials include a Bachelor of Science degree in Political Science with a focus on National Security Policy from the United States Naval Academy.