Derek Bonifer, CFA®, CFP®

Derek is a Senior Vice President and Senior Portfolio Manager for Baird Trust. He has 25 years of experience in the investment industry. Derek holds the Chartered Financial Analyst® designation and the Certified Financial Planner® designation.

Prior to joining Baird Trust, Derek spent over nine years with PNC Wealth Management, serving as a Vice President and Senior Investment Manager. Before that, he spent two years with ARGI Financial Group as a Portfolio Manager and ten years with BMO Capital Markets as the Director of Municipal Research. He holds a Bachelor of Business Administration with an emphasis in Finance from the University of Kentucky and an MBA with an emphasis on Finance and Financial Analysis from DePaul University.  Derek serves as a Foundation Board Member for Frontier Nursing University. Derek joined our firm in 2022.