People Moves
Baird Adds To Business In Florida, NJ
Baird has appointed three advisors to its private wealth management group in Florida and New Jersey.
Wealth, capital markets and investment house Baird has appointed three financial advisors to its private wealth management group in Morristown, New Jersey, and West Palm Beach in Florida.
The advisors are Robert Browne, (Morristown), bringing assets under management of $146 million; Keith Epstein, (West Palm Beach.) $243 million (combined with Oremland); and Andrew Oremland, (West Palm Beach) $243 million with Epstein.
Epstein and Oremland are joined by client specialist Melissa Mills, the firm said.
Baird’s Private Wealth Management business encompasses around 875
financial advisors serving clients through 87 locations in 28
states, and has client assets of $115 billion as of Sept. 30,
2016.
In September this year, Baird hired the Cohen and Clinton Group
in Stuart, Florida.
