Baird Adds Five Veteran Wealth Management Professionals to Ann Arbor Wealth Management Office
Ann Arbor, Mich. – May 22, 2018 – Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, announced today that it has added two veteran financial advisor teams to its Ann Arbor wealth management office. The Mathey Mirabella Group includes Financial Advisors John Mathey and Dan Mirabella, both of whom have joined as Managing Directors. Mirabella will also serve as Branch Manager. The Olson Bellfi Pham Group includes Financial Advisors Karla Olson-Bellfi, CFP®, Managing Director, and Thai-Vi Pham, Vice President, and Associate Financial Advisor Omer Bellfi, Vice President.
Mathey brings nearly 35 years of industry experience to Baird. He graduated from the University of Michigan-Ann Arbor with a doctorate degree in philosophy and received his undergraduate degree in education from Northern Illinois University. Mathey currently resides in Ann Arbor.
Mirabella joins Baird with nearly 40 years of industry experience. He graduated from the University of Florida with a bachelor’s degree in political science and history. Mirabella currently resides in Ann Arbor.
Olson-Bellfi joins Baird with over 30 years of industry experience. She graduated from the University of Michigan-Ann Arbor with a bachelor’s degree in resource policy and management. Olson-Bellfi currently resides in Ann Arbor.
Pham brings 15 years of industry experience to Baird. She received her bachelor’s degree in psychology from the University of Michigan-Ann Arbor and currently resides in Ann Arbor.
Bellfi brings over 50 years of industry experience to Baird. He studied business at Western Michigan University and currently resides in Ann Arbor.
Baird’s Private Wealth Management business encompasses approximately 860 financial advisors serving clients through 94 locations in 30 states, and has client assets of $136 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 approximately 3,500 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $200 billion in client assets as of Dec. 31, 2017. Committed to being a great place to work, Baird ranked No. 12 on FORTUNE’s 100 Best Companies to Work For in 2018 – its 15th consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated 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