BOULDER, Colo., Sept. 21, 2010
The four Financial Advisors joining are: John C. Frisbie, Senior Vice President, CFP; John Bickel, Vice President; Lee Carlin and Roger Cracraft. Previously, Frisbie, Carlin and Cracraft were Financial Advisors at other Wall Street firms. Carlin and Cracraft hold more than 20 years experience each, and Frisbie holds more than 10 years in the Financial Advisor role. Frisbie, a graduate of the United States Air Force Academy, also served in the Air Force for more than 10 years before joining the securities industry. Bickel most recently worked in Institutional Sales and holds more than 20 years of industry experience.
Nancy K. Crume, Registered Client Relationship Specialist, and Juli Loch, Administrative Office Manager, also join Baird in the Boulder office location.
“We are very pleased to welcome The Boulder Group to Baird,” said Steve Binder, Senior Vice President and Colorado Market Director for Baird’s Private Wealth Management group. “These well-respected and talented financial professionals are a great addition to the firm and will be instrumental in helping us expand our wealth management presence in Boulder, Denver and the rest of the state. We are delighted they have chosen Baird as the right place for them to continue serving their clients.”
Baird’s Private Wealth Management business continues to grow around the country:
- Baird added more than 100 Financial Advisors to its Private Wealth Management group in 2009, the vast majority of whom are industry veterans.
- The firm has added 53 Financial Advisors and Branch Managers since the beginning of 2010.
- Since the beginning of 2009, Baird has opened or announced plans to open wealth management offices in several new markets. New office locations include Charlotte, Winston-Salem, Denver, Sacramento, Calif., Lynchburg, Va., and Baltimore and Easton, Md., among others. The firm also has announced plans to open offices in Raleigh, N.C., Portland, Ore., and St. Paul, Minn.
Using a consultative approach, Baird’s more than 650 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 $57 billion in client assets as of June 30, 2010.
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 2,500 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of nearly $75 billion. Committed to being a great place to work, Baird ranked number 11 on FORTUNE’s “100 Best Companies to Work For” in 2010 – its seventh 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 www.rwbaird.com.
For additional information contact:Anne Crago
Baird Public Relations