Baird Adds Veteran Financial Advisor Jim Galkowski
Opens New Southern Minnesota Office
Rochester branch addition is part of Baird’s continued expansion in the Twin Cities
ROCHESTER, MINN. – May 3, 2021 – Today, Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, announced that Jim Galkowski has joined the firm as Director and Financial Advisor in a new branch in Rochester, Minn. He will be joined by Senior Client Specialist Jill Roux.
“We are thrilled to welcome Jim and Jill into the Baird family,” said Karen Heintz, Branch Manager and Regional Market Director for Baird Private Wealth Management. “We are excited to have such an experienced and talented team behind this branch opening as we continue to grow our services and offerings in Minnesota.”
Galkowski comes to Baird from Wells Fargo, with three decades of industry experience and a client roster of around $482 million in assets under management. He graduated with a bachelor’s degree in finance from St. Mary’s University in Winona, Minnesota. Galkowski holds Certified Financial Planner (CFP) and Certified Investment Management Associate (CIMA) designations.
The new Rochester branch is Baird’s fourth private wealth management office in Minnesota and the latest addition to the firm’s steady expansion into the region. In 2019, Baird opened a private wealth management office in St. Paul, which has significantly contributed to the firm’s local presence and enhanced the service the firm provides to clients. Baird also has private wealth management offices in Edina and Minnetonka and a Fixed Income and Public Finance presence, as well. Baird boasts over 60 associates across all offices in Minnesota.
Baird has been a trusted partner to Minnesota families, communities, businesses and institutions since it established its first office in the state in 1974. While Baird’s capabilities have grown along with its clients’ needs, its mission has remained the same: to provide the best financial advice and service to their clients and be the best place to work for all their associates. Baird has also remained committed and proud to give back to the Twin Cities community—most recently, during the Covid-19 pandemic, through donations to local organizations Second Harvest Heartland, the Saint Paul Bridge Fund, and OneMPLS Fund.
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 $215 billion.
Putting clients first since 1919, 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 4,600 associates serving the needs of individual, corporate, institutional and municipal clients and more than $355 billion in client assets as of June 30, 2020. Committed to being a great workplace, Baird ranked No. 32 on the 2021 Fortune 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:
Baird Public Relations