People Moves

Baird Continues Recruitment Drive, Adds $970 Million AuM

Tom Burroughes Group Editor in San Francisco October 17, 2012

Baird Continues Recruitment Drive, Adds $970 Million AuM

Baird, the wealth management firm, has recruited seven financial advisors for its offices, bringing with them a total of $970 million, it said yesterday.

The advisors are joining Baird’s private wealth management group in Fort Worth and Dallas, TX, Omaha, NE, and Easton, MD.

The recruitment is 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.

The advisors and teams joining Baird are:

--  Fred Gartrell, vice president (Fort Worth); AuM $425 million;

--  The Narmi Group (Omaha);  AuM $330 million;

--  Jon Narmi, director;

-- Charlie Narmi, vice president;

-- Theresa Rynaski, vice president;

-- The Belter Schaffler Group (Dallas); AuM $130 million;

-- Ken Belter, vice president;

-- Will Schaffler,  vice president;

-- Jim Vermilye, senior vice president (Easton); AuM $85 million.

Baird 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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