Jeremy Duksin is a financial advisor at Robert W. Baird & Co. in New York, NY, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Credit Suisse Securities (USA) LLC for 13 years before joining Baird in 2023. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management and separately managed account programs.

Harrison Greene III is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Weehawken, NJ, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is an owner/member of two LLCs, including one involved with educational services. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.