Rick Wholey

Rick Wholey is a seasoned finance professional with extensive experience in advising high net worth families and individuals. Currently serving as Managing Director and Family Wealth Advisor at Robert W. Baird & Co. since 2006, Rick Wholey specializes in developing financial strategies, security and portfolio analysis, portfolio management, and business development. Prior to this role, Rick Wholey was a Financial Advisor at Wayne Hummer Investments from 1983 to 2006, where key contributions included participation on the Executive Committee, partnership in a NYSE member firm, co-authoring the influential Wayne Hummer Market Letter, and leading sales initiatives. Rick Wholey holds a Bachelor of Science degree in Finance from Northern Illinois University, obtained between 1979 and 1983.