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Adam O'Malley, CFP®

Adam O'Malley, CFP®

Vice President | Financial Advisor

262-523-5617

aomalley@rwbaird.com

Adam O’Malley is a Financial Advisor and Vice President at Baird in Private Wealth Management. He specializes in comprehensive wealth management, investment portfolio design and implementation. His business background before becoming a financial advisor has given him first-hand experience with the specialized needs of executives and business owners. Prior to joining Baird, Adam spent five years at a prominent national company as a product engineer. He has a keen insight into process and results driven investment strategies.

Adam holds his undergraduate engineering degree from the University of Wisconsin-Madison. He earned his MBA at Marquette University School of Business. Adam is a CFP ® Professional (Certified Financial Planner).  

Adam lives in Milwaukee. He enjoys golf, running, and skiing. Adam also supports several community and charitable organizations focused on health and education, including National Ski Patrol and Secure Futures.