As a client specialist Mary Lee assists clients with service-related needs, such as answering account and document questions, processing cash items, and general client support. She also leads marketing and client communications for the team.
Prior to her career at Baird Mary Lee worked at a boutique investment advisor in Milwaukee from 2015-2018. She then spent time living abroad and working in the service and hospitality industry before joining Baird in 2022. Mary Lee has a bachelor’s degree in political science and journalism from the University of Wisconsin-Madison. Since joining the firm, she has obtained her series 7 and 66 license designations.
Mary Lee resides in Milwaukee and enjoys watching movies, reading, cooking, and golfing.