SAN FRANCISCO, June 8, 2011
Baird, an international, employee-owned financial services firm, continues to expand both its wealth management business and the firm’s broader platform in San Francisco and throughout northern California. In March, Baird added $1.3 million producer Jason Schlesinger. And since 2007, Baird has added a number of senior level associates in the Bay Area including a new Co-Head of equity capital markets, several technology and clean technology investment bankers and equity research associates, and a number of veteran equity traders.
“We are pleased to welcome Joyce, John and Kate to Baird,” said Bill Welsh, Branch Manager of Baird’s San Francisco wealth management office. “There are tremendous opportunities for Baird in San Francisco and the Bay Area, and we’re confident that adding proven talent like this team of professionals will enable us to realize the full potential of those opportunities and service more high-net-worth families and individuals in the area.”
Prior to his time at ThinkEquity, Fitzgibbons held advisory positions at Harris MyCFO, Thomas Weisel Partners, Banc of America Securities and Montgomery Securities. He began his career as an auditor and an accountant. Linker, who has more than 25 years of experience in the industry, joined ThinkEquity in 2004 when the firm launched its wealth management practice. Prior to ThinkEquity, she was a Financial Advisor at Banc of America Securities and Montgomery Securities.
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., Raleigh, N.C. and Portland, Ore.
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 more than $66 billion in client assets as of March 31, 2011.
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 $84 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 rwbaird.com.