Rick Kneiser

About Rick Kneiser

I am a seasoned investment executive with a proven track record in institutional equity sales. I apply a relationship-driven approach to understanding my clients’ investment objectives and deliver timely, insightful research and superior service.I joined the Wedbush Securities equity sales team in 2018, covering institutional clients across the Midwest. Our firm has the largest Equities platform based on the west coast, covering more than 350 stocks. As one of the largest providers of small and midcap research in the nation, Wedbush analysts offer expertise and in-depth coverage of a wide array of industries. My goal is to find the intersection of our equity research products and the investment objectives of institutional clients.I began my financial services career as an investment advisor with R. W. Baird in Milwaukee. I have 20+ years’ experience in institutional equity sales across strategic Midwest markets, having held prior positions with several leading investment firms including Piper Jaffray, Stifel Nicolaus, Ferris, Baker Watts and Avondale Partners. I’m a Wisconsin native, earned a Bachelor of Philosophy from Marquette University and served on the University’s Endowment Investment Committee and Haggerty Museum Board. I hold NASD Series 7 and 63 licenses.I’ve been described as a type of matchmaker - a person who cares about his clients, develops deep and respectful business relationships and friendships, and matches the interests of his clients with the opportunities he sees around him. I’m working to serve my clients with the best investment research product I know!

Experience

1. Senior Vice President, Equity Sales

   Wedbush

   Oct 2018 — Present · Milwaukee, WI, US

   As Senior VP, Equity Sales, I partner with our Equities team to cover clients across the Midwest. Wedbush has the largest Equities platform based on the west coast, covering more than 350 stocks, and is one of the largest providers of small and midcap research in the U.S. We use traditional and primary research resources to deliver information flow and investment ideas to institutional clients.

Education

• Marquette University

  Bachelor's degree, Philosophy

  1980 — 1983