Tim Roe, CFA®

Tim is Senior Vice President and Senior Portfolio Manager for Baird Trust. He has over 30 years of experience in the investment industry. Tim holds the Chartered Financial Analyst® designation and is Series 7 and Series 63 securities licensed.
Tim spent over 15 years as a Senior Portfolio Manager at Fifth Third Bank. Prior to that he worked in Equity Research and Portfolio Management for LYNCH & Associates and SunTrust Bank. Early in his career he worked as an Associate Portfolio Manager for Anthem Capital Management. Tim received a degree in Mathematical Economics from Wake Forest University. He is a member of the Reitz Memorial High School President’s Council where he also serves as the Chair of the Finance Counsel. Tim joined Baird Trust in 2024.