Oak Brook, Ill. – May 16, 2017 – Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, announced today that it has added The Tolbert Group and opened a new wealth management office in Oak Brook, Ill. The team is led by veteran Financial Advisor Jeffrey Tolbert, Director, who will also serve as Resident Manager of the Oak Brook office. Tolbert is joined by Senior Client Specialist Susan Bronzell, and Client Specialists Matthew Tolbert and Anthony Capitani, CRPC®, CDFA. The new office is located at 2 Mid America Plaza, Suite 904.
“We are very excited to expand our Illinois and Chicago-area footprint to include the great community of Oak Brook with the addition of these talented and esteemed financial professionals,” said Frank Moroni, Managing Director and Chicago Area Market Director for Baird’s Private Wealth Management business.
Jeffrey Tolbert brings more than 30 years of experience to Baird. Most recently he served as Financial Advisor, Vice President of Investments at UBS Financial Services. He is a graduate of Purdue University, where he earned a bachelor’s degree in industrial management and engineering.
Active in his community, Jeffrey manages and coaches the Hinsdale Youth Wrestling Program, an organization that he founded in 1984 following his college wrestling career. He also coaches the Hinsdale Central High School Freshman Wrestling Team and serves on the board of the Illinois Kids Wrestling Federation. He lives with his wife Cindy in Burr Ridge. They have three sons, Matt, Jeff and George.
Baird’s Private Wealth Management business encompasses approximately 880 financial advisors serving clients through 88 locations in 29 states, and has client assets of $117 billion.
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 3,400 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $171billion in client assets. Committed to being a great place to work, Baird ranked No. 4 on FORTUNE’s 100 Best Companies to Work For in 2017 – its 14th consecutive year on the list. Baird is the marketing name of Baird Financial Group. 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 www.rwbaird.com.
For additional information, contact:
Baird Public Relations