Joseph Dressel, CFA, CAIA in

Joseph Dressel, CFA, CAIA

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Senior Vice President Senior Portfolio Manager at Baird Trust Company (“Baird Trust”)
📍 Greater Pittsburgh Region, United States

Joseph is a Senior Vice President and Senior Portfolio Manager at Baird Trust with over 27 years of experience helping high-net-worth clients achieve their financial goals. He holds both the CFA and CAIA charters and earned his BSBA and MBA from Duquesne University, specializing in comprehensive portfolio management.

He previously received a Premier Achievement Award from Mellon Financial Corporation for superior client service and for resolving complex client and system issues.

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Experience
12 Years
Current Role
Senior Vice President Senior Portfolio Manager
Job Level
Leadership
Location
Greater Pittsburgh Region, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Joseph cares about

High-Net-Worth Investing
He has extensive experience managing portfolios for high-net-worth individuals, corporations, endowments, and foundations, focusing on wealth preservation and growth.
Portfolio Construction
His technical skills include security analysis, manager due diligence, and constructing portfolios that are dynamically and tax-efficiently balanced.
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Career

Work history

9-2025
Senior Vice President Senior Portfolio Manager
Baird Trust Company (“Baird Trust”)
7-2013 - 9-2025
Vice President Senior Investment Advisor
PNC Private Bank
Vice President/Senior Associate/Associate
Wilshire Associates
Portfolio Manager/Senior Trust Specialist/Trust Accountant
Mellon Financial Corporation
In the press

Media appearances

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Education
Masters in Business Administration
Duquesne University
Bachelors of Science in Business Administration
Duquesne University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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