As a Director and Financial Advisor at Baird, Tim Pennise serves high-net-worth individuals, multi-generational families, and business owners, helping them make well-informed decisions on all aspects of their financial lives. He takes immense pride in the experience he provides for his clients, centered around the type of service, advice, guidance, and attention to detail they value on their journeys to find the purpose of their wealth.
Committed to excellence in serving his clients, he earned CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor (CPWA®) designations in 2007 and 2023, respectively. Prior to joining Baird in 2019, Tim worked at both UBS and Bernstein Global Wealth Management as a Financial Advisor. Earlier in his career he worked in the investment banking division at William Blair, executing capital raises for private and publicly held businesses. After graduating magna cum laude from Bucknell University with a degree in accounting, Tim spent some brief time doing auditing/consulting work with Deloitte & Touche (while passing the uniform CPA examination).
Tim is fueled by a desire to give back to the community and support causes meaningful to him and his family. He recently joined as a member of the Springboard Foundation, established nearly 30 years ago by his former colleague, Doug Mabie. Tim has served in various leadership roles at organizations such as the Bucknell University Alumni Association, Sears School Booster Club, and Young Professionals of Chicago. He remains an active participant with Cycle for Survival and the MACC Fund, helping to raise money for cancer research.
He is married to his wife, Bridget, and has two young children: Henry and Molly. Outside of work and spending time with his family, Tim enjoys anything related to golf, guitar, cooking, and being outside when Chicago weather allows for it!