John McAllister joined Baird in May, 2002, as a Senior Field Consultant for the Investment Consulting Services Division. His office is located in Nashville, Tennessee. His primary focus is on client service and business development for the Eastern Division.
Background
Prior to joining Baird, John worked for Investment Scorecard, the premier provider of portfolio performance measurement services to the bank, trust, insurance and brokerage market. He also ran the Investment Consulting group at SunTrust Equitable Securities, where he oversaw all aspects of the consulting process and was also responsible for three limited partnerships that used the "manager of manager" process.
Education/Licensing
John earned his Bachelor of Art’s degree in History from Washington and Lee University, and his Master of Business Administration degree from Belmont University. John earned his Certified Private Wealth Advisor® (CPWA®) designation from the Booth School of Business in 2012, his Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business in 2005, and is a member of the Investment Management Consultants Association (IMCA), a national professional investment consulting association. He also holds the FINRA Series 7, 9, 63 and 65 licenses.
Personal
John has been married for 30 years. He and his wife have 2 children.