Penny Cruse

Penny Cruse is a Senior Vice President at Baird, with a career spanning from 1997 to the present, where Penny collaborates with a team to structure and manage investment portfolios for private wealth clients, taking into account individual time frames, risk tolerances, and financial goals, which greatly impact clients and their families. Prior to Baird, Penny served as a Financial Advisor at E.F. Hutton & Co. from July 1981 to April 1988, and held the role of Registered Sales Assistant and Regional Trainer, coordinating broker education on Investment Consulting Services. Penny holds a BA in Political Science and Philosophy from Miami University, completed between 1977 and 1981.