Greg Ashcroft, CFA®, CFP®, CPWA®, CIMA®, RMA®, MS- Financial Planning
Director
Greg joined Baird in May of 2015 after graduation from Texas A&M University with a Bachelor of Business Administration – Management degree. In May of 2020 Greg passed the Certified Private Wealth Advisor (CPWA®) exam. In June of 2020 Greg passed the Certified Investment Management Analyst (CIMA®) exam. In July of 2020 Greg passed the Retirement Management Advisor (RIMA®) exam. In February of 2022 Greg was awarded the Chartered Financial Analyst designation, CFA®. In August of 2022 Greg became a CERTIFICATION FINANCIAL PLANNER™ (CFP®). In March of 2023 Greg graduated with a Master of Science in Personal Financial Planning.