Jay Bitter
Vice President | The King Cruse Bitter Group at Baird at Baird | Milwaukee, Wisconsin, United States
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As Vice President of The King Cruse Bitter Group at Baird, Jay Bitter is dedicated to empowering clients to become better stewards of their wealth. With a strong focus on delivering personalized financial solutions, Jay and his team leverage their diverse expertise to provide thoughtful, informed advice that aligns with each client's unique financial goals. His commitment to client education ensures that individuals not only understand their financial options but also feel confident in their decision-making processes.
Jay's role extends beyond client interactions; he is actively involved in key projects that enhance the group's service offerings. As a Five Star Wealth Manager, he exemplifies excellence in wealth management, utilizing his skills in strategic planning and policy analysis to craft tailored investment strategies. His background in legal research and corporate law further enriches his ability to navigate complex financial landscapes, ensuring compliance and maximizing opportunities for his clients.
In addition to his client-focused work, Jay serves as an Advisory Board Member of Professionals United for Leadership and Social Enrichment (PULSE), a Baird Associate Resource Group. This role allows him to explore and address the evolving needs of the next generation, fostering a culture of leadership and innovation within the firm. As a graduate of the Millennial Masters Program, Jay is well-equipped to bridge the gap between traditional wealth management practices and the expectations of younger investors, making him a vital asset to both his clients and the broader Baird community. Through collaboration and a commitment to continuous improvement, Jay Bitter and The King Cruse Bitter Group strive to elevate the financial well-being of their clients while contributing to the future of the wealth management industry.
Vice President | The King Cruse Bitter Group at Baird at Baird in April 2018 to Present
Compliance Officer, VP at Baird in January 2016 to March 2018
Compliance Officer, AVP at Baird in January 2015 to December 2015
Compliance Analyst at Baird in August 2013 to January 2015
Student Attorney - Legal Clinic at University of Tennessee College of Law in January 2013 to May 2013
Compliance Extern at University of Tennessee Athletics Compliance in August 2012 to December 2012
Legal Intern at MAKO Surgical Corp. in July 2012 to August 2012
Judicial Intern at Tennessee Claims Commission in May 2012 to July 2012
Summer Law Clerk at Pitman, Kyle, Sicula & Dentice, S.C. in May 2011 to August 2011
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Public Speaking
Research
Legal Research
Westlaw
Legal Writing
Civil Litigation
Social Media
Event Planning
Strategic Planning
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Editing
Corporate Law
Corporate Governance
Lexis
Nonprofits
Fundraising
Policy Analysis
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Discover more about BairdWhat is Jay Bitter email address?
Email Jay Bitter at [email protected]. This email is the most updated Jay Bitter email found in 2026.
What is Jay Bitter phone number?
Jay Bitter phone number is +14147653821.
How to contact Jay Bitter?
To contact Jay Bitter send an email to [email protected]. If you want to call Jay Bitter try calling on +14147653821. (updated on November 04, 2024)
What company does Jay Bitter work for?
Jay Bitter works for Baird
What is Jay Bitter's role at Baird?
Jay Bitter is Vice President | The King Cruse Bitter Group at Baird
What industry does Jay Bitter work in?
Jay Bitter works in the Financial Services industry.
Jay Bitter Email Addresses
Jay Bitter Phone Numbers
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