Matthew Ellison

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 01/2024
  Guggenheim Securities, Llc
  New York, NY
• 08/2020 → 05/2022
  University Of Notre Dame
  South Bend, IN
• 09/2021 → 08/2022
  Kodama Systems
  Boston, MA
• 01/2021 → 03/2021
  Nextgen Growth Partners
  Chicago, IL
• 04/2020 → 06/2020
  Narrative Strategies
  Washington D.C., DC
• 08/2018 → 06/2019
  Columbia University
  New York, NY
• 03/2015 → 05/2020
  Yellow Bear Films / Independent
  New York, NY
• 06/2019 → 08/2019
  Joele Frank
  New York, NY
• 08/2019 → 12/2019
  Icm Partners
  Los Angeles, CA
• 10/2020 → 06/2021
  Waveedge Capital
  San Francisco, CA
• 01/2024 → Present
  R.W. Baird
  Chicago, IL

Other Businesses

Name/Address: Irish Capital Partners, LLC / 5534 Saint Joe Road, Ft. Wayne, IN 46835 Start Date: 11/27/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC General Partner Non Investment Related Name/Address: Student Mentor 1941 W Nelson St, Chicago, IL 60657 Start Date: Nov 25, 2025 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0 hours/month Role/Responsibility: Mentor Non Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-07
• S63 Uniform Securities Agent State Law Examination
  2022-09-23