Broker Check
Ross Kopfer

Ross Kopfer

Managing Director | Financial Advisor

262-560-2804

rkopfer@rwbaird.com

Ross transitioned to Baird Private Wealth Management in Oconomowoc in 2018 after a 25 year career as an Institutional Equity Sales Trader with Baird. From June 1993 to 2018 he serviced many of Baird’s largest Institutional clients in the Midwest and New York territories. He delivered research content to Baird clients while providing best execution through various exchanges and platforms.

His approach is to build a strong relationship with the client, determine their needs and provide financial solutions for their long term future. Putting clients first and giving his clients the best service possible is his goal.

Ross attended the University of Wisconsin - Madison where he earned his bachelor’s degree in Finance. He resides in Oconomowoc with his wife, Lisa, and their three children, Sarah, MaryClaire and Jacob. Ross enjoys fishing, hunting, golfing, spending time with his family and coaching youth sports. He is a member of St. Jerome Parish and led the fundraising efforts for Oconomowoc High School's Rux Football Stadium.