Terry Maxwell, Chief Financial Officer
Professional Overview
Terry Maxwell is a seasoned finance executive with over 35 years of experience in the investment banking and corporate finance sectors. As the Chief Financial Officer at Robert W. Baird & Co., he oversees the firm's financial operations, strategic investments, and corporate development initiatives, playing a pivotal role in driving the company's growth and financial performance.
Experience Summary
Current Role
As the Chief Financial Officer at Robert W. Baird & Co. since 2015, Terry is responsible for managing the firm's financial planning, reporting, and risk management functions. He works closely with the executive team to develop and implement strategies that ensure the company's long-term financial stability and profitability. Under his leadership, Baird has achieved significant milestones, including the expansion of its investment banking and wealth management divisions.
Career Progression
Prior to his current role, Terry served as the Managing Director of Corporate Development and Strategic Investment at Baird, where he spearheaded the firm's mergers and acquisitions, as well as its strategic investment initiatives. Before that, he held the position of Head of Investment Banking at Baird for over 20 years, during which he led the team in executing numerous high-profile transactions and securing a strong market position for the firm.
Academic Background
Terry holds a Bachelor's degree in Finance from the University of Wisconsin-Madison, where he also served as a Lecturer in Finance, Investment, and Banking from 2006 to 2014, sharing his extensive industry knowledge with the next generation of finance professionals.
Areas of Expertise
- Corporate finance and strategic planning
- Investment banking and mergers and acquisitions
- Financial risk management and compliance
- Capital markets and investment strategies
- Leadership and team management
Professional Impact
During his tenure at Baird, Terry has played a pivotal role in several strategic initiatives, including the firm's expansion into new markets and the development of innovative financial products. He has also served on the Board of Trustees of Centerspace (NYSE:CSR), a leading real estate investment trust, from 2013 to 2021, providing valuable insights and guidance on financial matters.
Conclusion
With his exceptional track record in the investment banking and corporate finance sectors, Terry Maxwell is widely recognized as a respected industry leader. As the Chief Financial Officer at Robert W. Baird & Co., he continues to drive the firm's financial success and contribute to its strategic growth, positioning the company for continued success in the years to come.
