Baird Adds The Dahl Pennise Group to Chicago Wealth Management Office
Chicago, Ill. – Sept. 4, 2019 – Baird an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, today announced that The Dahl Pennise Group has joined the firm’s wealth management office in Chicago. Eric Dahl CFP® and Tim Pennise CFP® will both serve in the role of Vice President, Financial Advisor. They are joined by Client Specialist Kate Johnson.
“We are delighted to welcome these talented professionals to Baird to help us continue to provide the best financial advice and service to our clients in Chicago,” said Frank Moroni, Area Market Director for Baird Private Wealth Management. “The Dahl Pennise Group has built an outstanding reputation, and we could not be more pleased to have them join our team.”
Eric Dahl brings nearly 20 years of experience to Baird, most recently serving as a Vice President and Financial Advisor at UBS. Prior to that, Dahl spent 10 years at Bernstein Global Wealth Management where he was a Vice President and Financial Advisor in their Chicago office. Earlier in his career, he worked for the U.S. Department of Justice in Washington, D.C. Dahl earned a Bachelor’s degree from the University of Maryland and graduated Phi Betta Kappa.
Tim Pennise joins Baird with over 15 years of experience in the finance industry, most recently serving as a Vice President and Financial Advisor at UBS. He graduated magna cum laude from Bucknell University with a degree in accounting. Before UBS, Pennise worked as a Financial Advisor with Bernstein Global Wealth Management, and he began his career at Deloitte & Touche. Pennise also has experience in investment banking, having executed capital raises for private and public companies in the Investment Banking division at William Blair.
Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $200 billion.
Celebrating its 100th anniversary in 2019, Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm with offices in the United States, Europe and Asia. Baird has approximately 4,500 associates serving the needs of individual, corporate, institutional and municipal clients and $208.2 billion in client assets as of Dec. 31, 2018. Committed to being a great workplace, Baird ranked No. 16 on FORTUNE’s 2019 100 Best Companies to Work For 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 website at www.rwbaird.com.
For additional information, contact:
Rachel Berkowitz, Baird Public Relations