Across the US, the private wealth arm of Baird has assets of more than $255 billion.

Baird, the US wealth, investment bank and private equity firm, has added Charles Patrick O’Connor as a senior vice president and financial advisor to its Yakima, Washington, wealth management team. Separately, it also added the Helms Shadid Group (pictured) to its wealth management office in Durango, Colorado.

In the case of O’Connor, he joins from Morgan Stanley, bringing more than 20 years of industry experience and a client roster that includes $450 million in assets under management. He holds a bachelor’s degree in philosophy from Marquette University. 

As far as the Helms Shadid Group is concerned, the team includes Thomas Helms, who will serve as a director and financial advisor and Scott Shadid who will serve as a senior vice president and financial advisor. They are supported by Brett Cadwell, client specialist. The team manages more than $400 million in assets under management. 

Helms brings 14 years of industry experience to Baird and holds a bachelor’s degree in political science from the University of North Carolina and a master’s degree from Central Michigan University. He is a US Air Force veteran, having served over 20 years of active and reserve duty. 

Shadid, who has eight years of industry experience, graduated from Wichita State University with bachelor’s degree in international business. 

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 $255 billion.