Bayard Closser is the president of Investment Planners, Inc. and IPI Wealth Management Inc. Closser has more than 30 years of industry experience as a unifying leader who specializes in strengthening the growth and profitability of organizations using strong focus, industry experience and integrity.

Prior to Investment Planners, Inc., he was the president of Vertical Capital Markets Group and Vertical Capital Asset Management. He also served as president of Vertical Capital Income Fund and chairman of the board of trustees for the Vertical Capital Income Fund. His experience also includes senior management roles at ING and Fidelity, where he developed expertise in all aspects of sales management including wholesaling, marketing, product design and strategic planning. Earlier in his career, he served as national sales manager for the Brinson Funds, which were founded by Gary P. Brinson, a co-author of a major study on the role of asset allocation in portfolio variation.

Closser earned his bachelor’s degree in finance from the University of Nebraska–Lincoln. He and his wife, Susan, have three children. He is a sports enthusiast, and enjoys running, cycling and participating in triathlons in his free time.

Finance Advisory Board

Bayard Closser

Mandy Dowson

Kris Grosshans

Lynn Kober

Kelly Kuester

Christopher Leitner

David Lockwood

Mike McHugh

Andrew Nelson

Laura Nguyen

Matt Plooster

Shawn Radtke

Tiara Tingle

Tina Udell