Baird Adds The Marshall – Amato Group in Portland, Opens Local Wealth Management Office

MILWAUKEE, May 2, 2011
Baird announced today that financial advisors David Marshall, Director, and Gavin Amato, Vice President, have joined the international, employee-owned wealth management firm, officially opening Baird’s new wealth management office in Portland, Ore. The two are joined by Dan Buxton, Registered Client Relationship Specialist, and Jessica Roggenkamp, Registered Client Relationship Associate. Together, the four wealth management professionals, who collectively hold 55 years of industry experience, will serve clients as The Marshall – Amato Group from Baird’s Portland office.

Prior to joining Baird, Marshall, Amato, Buxton and Roggenkamp worked at Morgan Stanley Smith Barney and predecessor firms Smith Barney, Shearson Lehman Brothers and E. F. Hutton. Amato worked at Smith Barney and Merrill Lynch, Pierce, Fenner & Smith.

“We are very pleased to welcome David, Gavin, Dan and Jessica to Baird and extend the firm’s presence to Portland,” said David Perez, Senior Vice President and Branch Manager of the new Portland office. “These advisors are seasoned industry veterans with tremendous track records of success, and we are delighted they have chosen to continue providing the highest level of service to their valued clients at Baird.”

Baird continues to expand its footprint in the Pacific Northwest and around the rest of the country. Last year, the firm added Perez to recruit for and manage a new wealth management office in Portland. Baird’s Portland wealth management office now includes six professionals.

Baird has added nearly 200 Financial Advisors and Branch Managers to its Private Wealth Management group since the beginning of 2009, the vast majority of whom are industry veterans. Beyond adding talent, Baird has opened or announced plans to open wealth management offices in several new markets. New office locations include Sioux City, Iowa, Fort Worth, Texas, Charleston, S.C., Charlotte, Winston-Salem, Denver, Sacramento, Calif., Lynchburg, Va., and Raleigh, N.C.

About Baird Private Wealth Management
Using a consultative approach, Baird’s more than 680 Financial Advisors deliver comprehensive wealth management solutions to clients nationwide. They have the resources to oversee the complete financial picture for high-net-worth families and individuals with complex financial needs. Baird Financial Advisors managed and oversaw nearly $63 billion in client assets as of December 31, 2010.

About Baird
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than 2,600 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of nearly $82 billion. Committed to being a great place to work, Baird ranked number 14 on FORTUNE’s “100 Best Companies to Work For” in 2011 – its eighth consecutive year on the list. Baird’s principal operating subsidiaries are Robert W. Baird & Co. in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s private equity operations. For more information, please visit Baird’s Web site at