Paula R. Chesser, CSA
Senior Vice President & Senior Investment Consultant
From a young age, Paula learned the value of making smart financial decisions. Today, she provides comprehensive wealth management solutions centering on five key areas: Wealth Preservation, Tax Mitigation, Taking Care of Heirs, Protecting Assets, and Analyzing Charitable Options.
Paula's ultimate intent is to manage client's assets for the long term by leveraging a multi-faceted Extended Team designed to address the subtleties of wealth. Her dedicated Client Assistant, Mary Ellen Polosky, supports her high-quality, highly personalized client experience and manages the day-to-day activities.
She joined Baird in 2000 and prior to held various management positions in the financial services industry. She has been managing high-net-worth relationships for over 30 years. Paula studied finance at the University of Akron and successfully completed the Academy of Financial Executives program at The Ohio State University. She is a graduate of Leadership Akron Class XVI. Professional licenses include FINRA Series 7, Series 66 and Life and Long-Term Care insurance.
Paula's philanthropic commitment to the community has included serving on many boards and committees of various non-profit and professional organizations.
Paula's passions outside of work include traveling, spending time with loved ones, and yachting. She captains her own vessel, is a member and Vice Commodore of Catawba Island Club, and a member of Put-In-Bay Yacht Club.