Strategic Retirement Partners competitors

Steve Booth is Baird’s Chief Operating Officer and the Director of Investment Banking overseeing Baird's global corporate finance and M&A activities. Steve also co-manages Baird's Equity Capital Markets Group and is a member of the board of directors and Executive Committee of Robert W. Baird & Co. Steve has extensive experience originating and directing M&A and equity financing transactions in a wide variety of industries. Before heading Baird's Investment Banking Group, Steve had previously led its Global M&A business and prior to that, its Industrials Group. Prior to joining Baird in 1994, Steve was at Kidder, Peabody & Co. in its Chicago Corporate Finance Office. Steve received his MM degree, with distinction, from the Kellogg School of Management at Northwestern University and holds a BBA in Finance and a BA in Economics, magna cum laude, from Southern Methodist University.

Experienced Chief Executive Officer with a demonstrated history of working in the investment management industry. Strong business development professional skilled in Leadership, Strategic Planning, Entrepreneurship, Public Speaking, and Strategy.

Frank is a founder of Sands Capital Ventures and CEO & CIO of Sands Capital Management. Frank joined Sands Capital Management in 2000 as a Managing Director & Director of Research, Sr.Portfolio Manager.

Kevin Ulrich is CEO and Senior Portfolio Manager at Anchorage Capital Group, the New York-based firm he co-founded in 2003. Ulrich earned an undergraduate degree from the University of Western Ontario and a Juris Doctor degree, with honors, from Harvard Law School. He then entered the business world and has garnered over a quarter-century of experience in the money management and financial service industries. As an executive at Anchorage, Ulrich leads all aspects of the firm’s work—from portfolio management and risk navigation, to asset distribution and investment determinations. Under Ulrich’s leadership, Anchorage has emerged as a prominent and distinguished alternative credit and distressed manager firm. With operations in New York, London, and Sydney, Urlich oversees an international team of professionals offering top-tier investment services. Before co-launching Anchorage, Ulrich worked at Goldman Sachs in several roles including Managing Director, Head of Distressed Bank Loans, and Global Head of Bank Loan Trading. He oversaw the firm’s trading operation and proprietary investment portfolio. Ulrich is also Chairman of the Board of MGM; he has served as the director of the company since 2010.

Jim Fashano is an Associate General Agent at Guardian Life Ins Co America, Wealth Management Advisor at Alliance Advisory Group, and Board Member at BUFFALO NIAGARA PARTNERSHIP and is based in Buffalo/Niagara New York Area. He has worked as Associate General Agent at Guardian Life. Jim studied at GANNON UNIVERSITY between 1986 and 1990 and Hamburg High School until 1986.