CINCINNATI, March 10, 2015 – Baird announced today that it has added two financial advisors in its Cincinnati wealth management office. Joining the firm from The Bank of Kentucky are Richard “Trey” Tapke III, Director, Financial Advisor, and Julie Dusing, CFP®, Financial Advisor.
Prior to joining Baird, Tapke was a vice president and trust investment officer for The Bank of Kentucky and before that was with Tapke Asset Management, where he began his career in 2004. He holds a bachelor’s of business administration degree in finance and information systems and a MBA from Xavier University. Active in his community, Tapke serves on the board of directors for The Carnegie Gallery Education Theatre and UpTech. Tapke lives in Edgewood, Ky., with his wife Stacy and their two sons.
Dusing also began her career in the financial services industry in 2004 with Tapke Asset Management before joining The Bank of Kentucky as a financial consultant in 2010. She holds a bachelor’s degree in economics and international relations from Centre College. Committed to giving back, Dusing is currently involved with Big Brothers, Big Sisters of Greater Cincinnati along with the St. Elizabeth Healthcare Foundation. She lives in Fort Mitchell, Ky., with her husband Ben and their children.
Baird’s wealth management business encompasses more than 800 financial advisors serving clients through more than 80 offices in 26 states, and has client assets of more than $100 billion. Last year, Baird acquired the former McAdams Wright Ragen, Inc. (MWR), an investment firm headquartered in Seattle. As a result, more than 80 financial advisors from six offices in Washington state (Anacortes, Bellevue, Mount Vernon, Seattle, Spokane and Yakima) and one office in Portland, Ore., joined 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 3,100 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $145billion in client assets. Committed to being a great place to work, Baird ranked No. 5 on FORTUNE’s 100 Best Companies to Work For in 2015 – its 12th 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 investment banking and private equity operations. For more information, please visit Baird’s Web site at rwbaird.com.
For additional information, contact:
Baird Public Relations