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-credentialed financial advisor with Robert W. Baird & Co. in New York, NY, where he has worked for 15 years. He is an owner/member of Integrate Schools LLC, an investment-related business activity. Baird’s DDK Group, part of its Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and brokerage. The firm uses a combination of manager-traded and model-traded strategies alongside internal research and tools to deliver advisory services.