GREEN BAY, Wis., May 26, 2009
Baird today announced that it has added two veteran financial advisor teams, The Darling Kinziger Group and The Puissant Wiers Group, a total of eight wealth management professionals, to its Green Bay office. The new talent brings to 30 the number of associates serving clients in the Green Bay-Sturgeon Bay market. The announcement also demonstrates the continued growth and success of Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm. Baird’s
Private Wealth Management business operates 16 office locations in Wisconsin.
The Darling Kinziger Group includes four wealth management professionals: Financial Advisors Craig T. Darling, CFP
®, CIMA
®, Senior Vice President, and Jeffrey J. Kinziger, CFP
®, Senior Vice President, are joined by Lindsey M. Kabat, Registered Client Relationship Specialist, and Kari Van Lanen, Registered Client Relationship Associate. Darling and Kinziger have 23 years of combined financial services industry experience.
The Puissant Wiers Group includes Financial Advisors Jeffrey E. Puissant, CFP
®, Senior Vice President, and Thomas D. Wiers, ChFC
®, Vice President, along with Client Relationship Assistants Kasey Senn and Laura Barnard. Puissant and Wiers bring more than 55 years of industry experience to Baird.
“We are pleased to welcome these very well respected and talented financial professionals to Baird,” said Ken Petter, Branch Manager of Baird’s Green Bay branch. “It demonstrates our ability to attract top advisors who share our values and client focus, and are committed to providing the best financial advice and service to high-net-worth individuals, families and corporations.”
Petter added, “Baird’s strong culture, our people, our business model, and the deep partnerships we establish with clients are a draw for financial advisors who are seeking an environment where they can best serve their clients’ needs and continue to build their business.”
Baird’s
Private Wealth Management business continues to grow around the country. In 2008, the firm added 59 Financial Advisors – a nearly 85% increase in recruitment over the previous year. Since the beginning of 2009, Baird has hired 67 advisors. Beyond adding talent across the country, Baird’s Private Wealth Management business has also added new offices in other key markets including
Sacramento, Calif.,
Baltimore and Easton, Md.,
Minnetonka, Minn., and
Philadelphia, and announced plans to open offices in
San Francisco and Nevada.
Baird uses a comprehensive, team-based approach to financial planning and wealth management, supported by world-class research and technology. Baird Financial Advisors serve as personal wealth managers, developing customized financial strategies that address key concerns such as financial planning, asset allocation, tax management and wealth transfer. They are supported by nearly 60 in-house specialists in areas including estate planning, tax planning, investment research, and specialized services for business owners and corporate executives.
Teams enable Baird Financial Advisors to leverage their complementary strengths and develop advanced specialization for the benefit of clients. In addition to an average of 17 years of industry experience, nearly half of Baird’s Financial Advisors hold at least one professional designation or have qualified as a Senior Investment Consultant through Baird’s program at the University of Chicago Booth School of Business. Baird’s ongoing investment in sophisticated tools helps Financial Advisors achieve a clear view of their clients’ goals, assets and strategies, and enables them to implement a broader array of investment solutions.
About Baird Private Wealth Management
Using a consultative approach, Baird’s 600 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
$44 billion in client assets as of Dec. 31, 2008.
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.
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 2,400 associates serving the needs of individual, corporate, institutional and municipal clients. Baird oversees and manages client assets of more than $62 billion. Committed to being a great place to work, Baird ranked number 14 on FORTUNE’s “100 Best Companies to Work For” in 2009 – its sixth 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.