William Luthy, CPM®
Senior Vice President | Associate Branch Manager | Financial Advisor
Bill has over 24 years of experience in the financial services industry and is a member of the Luthy McCallum Group at Baird. His expertise includes fundamental security analysis, asset allocation, and portfolio management. Bill provides a comprehensive, integrated wealth management approach to help clients identify and achieve their financial goals, implementing objective investment strategies tailored to each client’s needs.
Prior to joining Baird, Bill served as a Financial Advisor and Resident Branch Manager at Morgan Stanley.
Bill earned his business degree from the University of Illinois at Urbana‑Champaign https://giesbusiness.illinois.edu/academics/majors-and-minors/supply-chain-management and completed the Certified Portfolio Management (CPM®) program at Columbia University in New York City. He is a retired firefighter with the Durango Fire Protection District https://www.durangofire.org/ and currently serves on the district’s pension board. Bill is also a member of the Fort Lewis College Investment Committee https://www.fortlewis.edu/, which oversees the college’s invested assets.
Bill resides in Durango with his wife, Aimee, and their children, Quinn and Claudia. They enjoy biking, boating, skiing, and spending time outdoors.