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Ann Beatrice Megan

Nbt Capital Management, Inc.

Milwaukee, WI

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Current Employers
Nbt Capital Management, Inc.

52 South Broad Street, Norwich, NY 13815 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-04-11
  • WI RA
    APPROVED
    Since 2022-04-11

Branch Locations

220 E Buffalo Street Suite 301, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nbt Capital Management, Inc Johnson City NY 04/2022 Present
Cleveland Hauswirth Investment Management, Inc Milwaukee WI 11/2014 04/2022
  • 04/2022 → Present
    Nbt Capital Management, Inc
    Johnson City, NY
  • 11/2014 → 04/2022
    Cleveland Hauswirth Investment Management, Inc
    Milwaukee, WI
Previous Registrations
  • 2015-02-18 → 2022-04-29
    Cleveland Hauswirth Investment Management, Inc.
    Milwaukee, WI
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-18
S63 Uniform Securities Agent State Law Examination 2008-09-08
  • S65 Uniform Investment Adviser Law Examination
    2015-02-18
  • S63 Uniform Securities Agent State Law Examination
    2008-09-08
Designations

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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