WEST PALM BEACH, Fla., – Dec. 7, 2016 – Baird, an international employee-owned wealth management, capital markets, private equity and asset management firm, announced today that it has added veteran financial advisors, Keith E. Epstein, CFP®, Senior Vice President, Andrew J. Oremland, CFP®, and Melissa Mills, Client Specialist. The team will work from a new Baird branch in West Palm Beach located at 2054 Vista Parkway, Ste. 400515 N Flagler Dr Ste 1200.
Epstein brings more than 22 years of industry experience to Baird. He earned his bachelor’s degree in accounting from the University of South Florida and is active with many civic and charitable organizations, including serving on the Community Board of the Leukemia & Lymphoma Society. Epstein is also active with the Boy Scouts of America. He lives in Royal Palm Beach, Fla. with his wife and two children.
Oremland received his Bachelor of Arts in economics from the University of Rochester and joins Baird with more than 21 years of industry experience. He lives in Palm Beach Gardens, Fla. with his wife and two sons.
Baird’s Private Wealth Management business encompasses approximately 875 financial advisors serving clients through 85 locations in 28 states, and has client assets of $115 billion as of Sept. 30, 2016.
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 3,300 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has $167 billion in client assets. Committed to being a great place to work, Baird ranked No. 6 on FORTUNE’s 100 Best Companies to Work For in 2016 – its 13th 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 www.rwbaird.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
For additional information, contact:
Baird Public Relations