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Edward DeFrance, CPA, CFA, CAIA®

Edward DeFrance, CPA, CFA, CAIA®

Managing Director

(414) 298-7396

edefrance@rwbaird.com

Ed is a Managing Director with The DDK Group at Baird and has more than 25 years of experience in the investment and financial planning industry. Prior to Baird, Ed was a senior manager in Deloitte’s Investment Consulting Services group and was a manager in Arthur Andersen’s Investment Advisory Services Division. Ed received a Bachelor of Arts in economics from the University of Illinois and a Bachelor of Science in accounting from Illinois State University. He is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNERTM and holds the Chartered Financial Analyst designation. Ed also holds the Charted Alternative Investment Analyst designation. Ed and his wife, Jill, have three sons.

  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA®)
  • Chartered Alternative Investment Analyst (CAIA)
  • CERTIFIED FINANCIAL PLANNERTM