Expansion of New Midwest Branch Underscores Firm’s Continued Growth and Success
Baird today announced that it has added a veteran financial advisor team, The Crawford, Holzrichter & Morrison Group, to its new wealth management office in Sioux City, Iowa. The group includes Financial Advisors Richard Crawford, Senior Vice President; Daniel Holzrichter, Senior Vice President; and Jay Morrison, Vice President. Also joining Baird is Gwen Berkenpas, Registered Client Relationship Associate.
These wealth management professionals have more than 65 years of combined financial services industry experience and represent significant expansion of the Sioux City office. Baird also has offices in Cedar Rapids, Davenport and West Des Moines. 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.
“We are thrilled to welcome The Crawford, Holzrichter & Morrison Group to Baird,” said Erik Dahlberg, Managing Director and Regional Director for Baird’s Private Wealth Management group. “These well-respected and talented financial professionals are a great addition to the firm and their decision to join Baird speaks volumes about our culture and commitment to offer leading-edge wealth management solutions to individual clients and families in Iowa and beyond.”
Baird has added 179 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, 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.
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.
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 rwbaird.com.