William Luthy, CPM®
Vice President | Resident 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 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 and currently serves on the district’s pension board. Bill is also a member of the Fort Lewis College Investment Committee, 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.