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Best Places to Work 2012

Publication Date : December 10, 2012

Fifteen firms are being honored by Pensions & Investments as the Best Places to Work in Money Management.

Winners with under 100 employees

Robert W. Baird & Co.

In 2004, Milwaukee-based Robert W. Baird & Co. became an employee-owned company, a key reason employees rank it as a Best Places to Work in Money Management.


“The way we've always done it” might be the guiding principle for some firms, but for the founding partners of Balentine LLC, which runs $1.6 billion, it's a good reason to do the opposite.

Modera Wealth Management

The principals at Modera Wealth Management LLC do not take much stock in formal titles or job descriptions. Tom Orecchio, for example, is Modera's CEO, but prefers the title of principal and wealth manager.

Perkins Investment Management

A rock-solid, fundamental valuation process for stocks has been the mainstay of Perkins Investment Management LLC since its founding 32 years ago. But it's not widely known that the company applies a very similar approach to recruiting and retaining its staff — emphasizing the quality of their abilities and opinions.

Dana Investment Advisors

Founder Mike Dana created a family-like atmosphere at Dana Investment Advisors Inc. more than 30 years ago, building his company on professional integrity and employee support.