BAIRD FINANCIAL ADVISORS AND FINANCIAL ADVISOR TEAMS RECEIVED NATIONAL HONORS IN 2007
MILWAUKEE, Dec. 19, 2007
Baird announced today that a number of its Financial Advisors and Financial Advisor teams received national honors in 2007 for being among the best in the financial services industry by Barron’s, Worth and other leading national publications. Baird’s nearly 600 Financial Advisors serve as personal wealth managers, often advising clients on asset allocation strategies, asset management, charitable gifting, business succession planning, retirement income planning and other family needs.
“Baird is proud to have some of the most talented Financial Advisors in the industry,” said Mike Schroeder
, Director of Private Wealth Management
. “These professionals and teams strive every day to deliver the best financial advice and service to clients, and represent the very best of Baird. It is a testament to our culture, and to the continued growth and success of our Private Wealth Management business, that these outstanding individuals have chosen to build their careers with us.”
Financial Advisors and Financial Advisor teams recognized in 2007 include:
• Michael G. Klein
, Managing Director and Financial Advisor in Baird’s Milwaukee office, was named one of the “Top 100 Financial Advisers” in the April 23 issue of Barron’s. Klein is a member of the Milwaukee Private Asset Management Group. Klein was also recognized in the September issue of Registered Rep. as one of the Top 100 Advisers in America.
• Lisa Keverian-Press
, Managing Director and Senior Investment Consultant in Baird’s Lake Forest, Ill., office, was recognized for a second consecutive year as one of the “Top 100 Women Financial Advisers” in the June 11 issue of Barron’s. Keverian-Press is a member of The Keverian Laubusch Group, with Dan Laubusch, Senior Investment Consultant.
• The Mockovciak Woolley Group
in Baird’s Dallas office was recognized for a second consecutive year as one of the “Top-Ranked Advisor Teams in America” in the September issue of Research magazine. The team is led by John Mockovciak, Managing Director and Senior Investment Consultant, and Matt Woolley, Financial Advisor, and includes Barry Greenberg, CFP®, Financial Advisor, and Cathy Wright and Natalie Marsh, both Client Relationship Assistants. John Mockovciak was also recognized in the September issue of Registered Rep. as one of the Top 100 Advisers in America.
• The Private Asset Management Group
in Baird’s Orlando office was recognized for a second consecutive year as one of the “Top-Ranked Advisor Teams in America” in the September issue of Research magazine. The team includes Branch Manager Gordon Owens, Financial Advisor Meade Owens, Analyst Diane Winters and Registered Client Relationship Specialist Josephine Oliva.
• The Private Asset Management Group
in Baird’s Milwaukee office was recognized for a third consecutive year as one of the “Top-Ranked Advisor Teams in America” in the September issue of Research magazine. The team is led by Managing Directors Philip C. Dallman, Gerald L. Gerndt, Michael G. Klein and James A. Schultz, and Senior Analyst Kristin Lindblom, CFA. In addition, the team includes Financial Advisors Douglas Stencel, CPA, and Christopher Merker; Analyst Adam Kapusta; Portfolio Specialist Nathan Barbeau; Client Service Team Members Jeannette Richardson and Anne Anthony; and Operations Team Members Christine Sterr, Lisa Duerr and April Dekker.
• Christopher G. Didier
, Managing Director and Senior Investment Consultant, CFA, in Baird’s Milwaukee office was named one of the “Top 100 Wealth Advisors” in the October issue of Worth. Didier is a member of the Private Asset Management Group, which includes partners Edward H. DeFrance, CFA, CPA, and David A. Klenke, CFA, CPA, both Senior Investment Consultants, as well as associates Denise Davis, Stephanie Polk and Greg Baumgardt.
• Michael Welch
, Senior Investment Consultant, in Baird’s Birmingham, Mich., office, was recognized as one of the “Top 25 Wealth Advisers” in the Nov. 12 issue of Crain’s Detroit Business.
Baird has significantly expanded its wealth management capabilities and geographic reach in recent years, adding offices and veteran Financial Advisors and teams in Reston, Va., the Southwest and other areas. To address clients’ increasingly sophisticated needs, Baird is continuously enhancing its financial service offerings, encouraging the formation of teams of advisors, embracing leading-edge technology and promoting professional growth, such as the participation of 12 Baird Financial Advisors in the Top Women Advisors Summit held last month in Palm Beach, Fla.
Further reflecting the growth of the firm’s Private Wealth Management business, Baird ranked #27 out of 40 on Barron’s annual list of the “Top Wealth Managers in the U.S.”
in the Oct. 22 issue. Firms were ranked by private banking assets under management, based on individual clients with accounts of $1 million or more as of June 30.
About Baird Private Wealth Management
Using a consultative approach, Baird’s nearly 600 Financial Advisors deliver unique wealth management solutions to clients nationwide. They have the resources to oversee the complete financial picture for wealthy families and individuals, employing innovative strategies that address complex financial issues as well as family and philanthropic interests.
Leveraging a network of specialists, Baird Financial Advisors also work closely with business owners and corporate clients to address the specific needs of corporate executives, benefit coordinators and those in need of business transition planning.
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 2,200 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of more than $78 billion. Committed to being a great place to work, Baird was recognized as one of the FORTUNE® 100 Best Companies to Work For®
in 2004, 2005, 2006 and 2007. 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