People Moves

Baird Boosts Wealth Management Office In Minnesota

Eliane Chavagnon Reporter October 29, 2012

Baird Boosts Wealth Management Office In Minnesota

Baird has appointed Karen Heintz to serve as senior vice president and branch manager at its Edina, MN, wealth management office.

Heintz is latterly of UBS, where she most recently managed the firm’s St Paul, MN, branch, which housed 24 financial advisors managing $3.1 billion in client assets. At UBS she also previously served as complex manager, branch manager and financial advisor. Before that, she was a branch manager with RBC Dain Rauscher.

Baird has had a presence in the Saint Paul area for nearly 40 years and currently has 35 associates in the region. It has a second wealth management office in Minnetonka and also operates a fixed income office in Edina.

This month the firm also recruited seven financial advisors within its private wealth management group in Fort Worth and Dallas, TX, Omaha, NE, and Easton, MD, bringing with them a total of $970 million. This was the latest in a string of hires of managers by Baird across the US; since the start of 2009, the firm has brought in more than 250 managers.

It has also opened or announced new offices in a number of markets, such as Portland, ME, Salt Lake City, UT, Portland, OR, Denver, Fort Worth, TX, Sacramento, San Francisco, CA, Charleston, SC, Charlotte, Winston-Salem, Raleigh, NC, and Lynchburg, VA.

 

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