James Seidel

James R. Seidel

The Purposeful Management of Wealth at Robert W. Baird & Co.

Location:
777 E. Wisconsin Avenue, Milwaukee, Wisconsin, United States
HQ Phone:
(414) 765-3500

General Information

Experience

System Analyst  - Cleveland Clinic Foundation

STA Alumni Association

Vice President - Development and Donor Relations  - Catholic Community Foundation

CFP(R) - Second Vice President and Investments  - Smith Barney , Inc.

Director of Development  - CCF

Vice President - Wealth Strategist  - Northern Trust Corporation

Education

Bachelor of Business Adminsitartion degree in Finance and Business Economics  - University of Notre Dame

M.B.A.  - University of St. Thomas

Affiliations

Chair of the Endowment Committee  - Our Lady of Grace Church

Past-President of the Board of Directors  - St. Thomas Academy Alumni Association

Member  - Fitzgerald

Member  - Edina Chamber of Commerce

Member  - Minnesota Planned Giving Council

Member  - Financial Planning Association

Recent News  

James R. Seidel
Jim Seidel offers clients over 20 years of financial planning, wealth management, and charitable planning expertise. His prior experience includes The Northern Trust Company, Smith Barney/Citigroup, RBC Dain Rauscher, and the Catholic Community Foundation where Jim worked as Vice President of Development and Donor Relations. Jim earned an M.B.A. from the University of St. Thomas, a B.B.A. in Finance and Business Economics from the University of Notre Dame, and is a CERTIFIED FINANCIAL PLANNER™ professional. Jim currently serves as Chair of the Our Lady of Grace Church Endowment Committee, as a member of the Fitzgerald in Saint Paul Board, a member of the Catholic Charities of Saint Paul and Minneapolis Planned Giving Committee, and is a member of the Minnesota Planned Giving Council, the Financial Planning Association, and the Edina Chamber of Commerce. He is Past-President of the St. Thomas Academy Alumni Association Board of Directors, and has served on the University of St. Thomas College of Arts & Sciences Dean's Advisory Board.

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James R. Seidel
Jim Seidel offers clients over 20 years of financial planning, wealth management, and charitable planning expertise. His prior experience includes The Northern Trust Company, Smith Barney/Citigroup, RBC Dain Rauscher, and the Catholic Community Foundation where Jim worked as Vice President of Development and Donor Relations. Jim earned an M.B.A. from the University of St. Thomas, a B.B.A. in Finance and Business Economics from the University of Notre Dame, and is a CERTIFIED FINANCIAL PLANNER™ professional. Jim currently serves as Chair of the Our Lady of Grace Church Endowment Committee, as a member of the Fitzgerald in Saint Paul Board, a member of the Catholic Charities of Saint Paul and Minneapolis Planned Giving Committee, and is a member of the Minnesota Planned Giving Council, the Financial Planning Association, and the Edina Chamber of Commerce. He is Past-President of the St. Thomas Academy Alumni Association Board of Directors, and has served on the University of St. Thomas College of Arts & Sciences Dean’s Advisory Board.

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