Broker Check
Greg Thomson, CMT

Greg Thomson, CMT

Vice President, Private Investment Management

262-523-5671

262-523-5610

Greg and his wife Marlo spend most of their time on the go with their boys, Nate and Noah. Whether it be traveling around the country supporting Nate in his golf tournaments or getting involved in Noah's basketball, tennis, and golf. Greg and Marlo enjoy all their family activities and the time they get to spend together. Native to the area, the Thomson family resides in Greendale, WI where Greg grew up. In his free time, Greg occasionally gets in a little golf and as could be expected enjoys it most when the family foursome gets a chance to all play together.

Greg holds a Bachelor of Business Administration in Finance and Administrative Management from the University of Wisconsin-Madison (’90). Greg attended UW on a scholarship from the Western Golf Association where he was an Evans Scholar. While at Madison, Greg also was a member of the Badger football team. Greg is a board member of the Gerald Wunsch Family Foundation and serves the St. Joseph’s Rosenthal Library Fund. He is an active member of the Western Golf Association Evans Scholars and has served on numerous occasions as a volunteer for the Wisconsin Council for Economic Development’s Stock Market game for middle and high-school students.

Greg joined Baird in 1994 and over the course of his career has successfully completed the three levels of the Chartered Market Technicians professional designation program, which enables him to be one of the fewer than two thousand professionals world-wide, certified as a CMT; Chartered Market Technician. Greg’s competitive nature serves him well, as he successfully navigates client portfolios through challenging global markets.

Areas of Specialization:

  • Portfolio Management
  • Market Analysis and Investment Research
  • Risk Management through the use of Technical Analysis