Margaret Baer, IACCP®

Margaret Baer, IACCP®, has a wealth of experience in the financial industry, specializing in compliance and administrative roles.

Margaret currently serves as the Chief Compliance Officer at Savant Wealth Management, where they oversee the firm's compliance program and provides expertise in compliance and regulatory matters. Margaret is dedicated to promoting a culture of compliance through open communication and proactive employee training.

Prior to their current position, Baer worked at Huber Financial Advisors, LLC, where they held the dual roles of Chief Administrative Officer and Chief Compliance Officer. During their time there, they played a crucial role in the firm's administrative and compliance functions.

Baer also has extensive experience at Ziegler Capital Management, LLC, where they served as the Chief Operating Officer. In this role, they were responsible for the strategic leadership and oversight of the firm's business infrastructure, including management of various teams and serving as the Business Unit Risk Manager for Stifel's affiliated asset management division.

Before their time at Ziegler, Baer served as a Trustee and Chief Compliance Officer at ZCM Investment Trust, a family of no-load mutual funds. In this position, they designed and implemented internal controls, policies, and procedures to ensure compliance with the Investment Company Act.

Baer's earlier experience includes roles at Lotsoff Capital Management, where they held the positions of Chief Administrative Officer, Manager of Client Service & Administration, and Financial Analyst. Margaret successfully managed and directed various departments and provided support in marketing, client service, and financial analysis.

Baer began their career at Rotary International as an International Investment Assistant. In this role, they assisted in various investment administration tasks and played a key role in supporting the cash manager and preparing investment monitoring reports.

Overall, Baer's work experience highlights their expertise in compliance, administrative leadership, and strategic management within the financial industry.

Margaret Baer, IACCP®, received their Master of Business Administration (MBA) degree in Finance from Loyola University Chicago in 1995. Prior to that, they obtained their Bachelor of Science degree in Finance from Illinois State University in 1989. In addition to their academic qualifications, Margaret Baer has obtained the certification of Investment Adviser Certified Compliance Professional® (IACCP®) from NRS - National Regulatory Services in January 2020.