Ross Mayfield, Investment Strategist, PWM Equity and Fixed Income Research
Ross Mayfield, CFA®, is an Investment Strategist for Baird Private Wealth Management. He provides financial education designed to help clients reach their goals, be it through investment strategy and equity research content, or through regular national media appearances on CNBC, Bloomberg, and more.
Ross holds a bachelor’s degree in Finance from the University of Kentucky, and earned his MBA from the University of Louisville. He also became a CFA charterholder in 2018 and serves as treasurer on the board of the CFA Society Louisville. Prior to Baird, Ross was an ETF Analyst and then a Research Analyst at Hilliard Lyons, which was acquired by Baird in 2019.
Through his thought leadership, Ross seeks to offer historical perspectives to clients, keeping them from getting too high in bull markets, or too low in volatile or bear markets. By visualizing data through charts and tables, Ross focuses on “myth busting,” dispelling conventional wisdom about investing with actual market performance. Ultimately, Ross looks to “simplify the chaos” that accompanies the financial news of the day, guiding clients towards smart financial decisions.