As a CERTIFIED FINANCIAL PLANNERTM professional, Krisi joined Baird in 2017 as one of two individuals selected into Baird’s highly competitive PWM Foundations Program. Through this two-year program, he was able to develop the necessary skills to join the PWM team by working directly with Baird’s internal subject matter experts in areas including operations, financial and estate planning, business development consulting and asset manager research.
Krisi earned his bachelor’s degree in finance with an emphasis in wealth management from the University of Wisconsin-Madison. He is the first recruit out of Baird’s own Wealth Management & Financial Planning Program in the Wisconsin School of Business to join the PWM Foundations Program. In addition to his CFP®, he holds his series 7 and 66.
Krisi resides in downtown Chicago and is committed to his community where he serves as the Volunteers Chair for the Susan G. Komen foundation as well as a member of the Make a Wish Foundation Young Professionals Advisory Council. In his free time, he enjoys playing sports, weightlifting, traveling, and spending time with family and friends. He is proud of his European descent and is fluent in two languages and has traveled to more than 10 countries.