The latest moves, appointments and personnel changes in North American wealth management.

Baird
Baird said that HWB Partners has joined the firm’s wealth management office in Indianapolis. The team includes Don Hutchinson, director, financial advisor; Dean P Weseli, director, financial advisor; and Jeff J Borgert, director, financial advisor. 

The team has joined from Goelzer Investment Management, where they managed about $1 billion in client assets.

Hutchinson, who brings over 30 years of industry experience to Baird, most recently served as chief growth officer at Goelzer Investment Management. Previously he worked at JP Morgan and Merrill Lynch. 

Weseli, who has more than two decades of industry experience, previously served as a director of G•PRO Sports and a senior wealth advisor at Goelzer Investment Management. 

Borgert, with nearly 30 years of industry experience, was previously an institutional senior consultant at Goelzer Investment Management. 

Ameriprise Financial
Financial advisory practice Fair Oaks Wealth Management has joined the independent channel of Ameriprise Financial. They have come from Edward Jones in York, Pennsylvania, where they managed more than $140 million in client assets.

The practice, led by financial advisor Bob Halbert, includes financial planning specialist Deborah Purpora and office manager and marketing coordinator Bonnie Dietz.

The practice is supported locally by Ameriprise franchise field vice president Matthew Roesser and Ameriprise regional vice president Tom North.

Gridline
Gridline, a turnkey platform for wealth management, has appointed Chris Crawford as chief operating officer. Crawford spent more than six years at CAIS, where he served as managing director. Earlier in his career, Crawford held COO and senior leadership positions at Mizuho Alternative Investments, Traxis Partners, Vegasoul Capital Management and R G Niederhoffer Capital Management. 

Gridline recently secured $18.5 million in Series A funding led by FINTOP.