People Moves
Who's Moving Where In Wealth Management? β Baird, Russell Investments
The latest moves, appointments and personnel changes in the North American wealth management sector.
Baird
Baird, a US firm
providing services including wealth management and investment
banking, has added Robert S Bowman, and Matthew L Preddy as
directors and financial advisors to a new office opening in
Richmond, Virginia.
Bowman will be assisted by Dustin H Dodge, associate financial advisor, and Preddy will be supported by client assistant, Ana Rawls.
The addition of an office in Richmond follows Bairdβs expansion in Fairfax in January and September of this year. The firm also has three other locations in Virginia in Lynchburg, Fairfax and McLean.
Russell Investments
Seattle-headquartered Russell
Investments has hired Shelly Heier as global head of
institutional client service β a newly-formed role.
Most recently, Heier served as president and senior consultant at Verus Investments. She has worked in the industry for 26 years. Prior to Verus Investments, Heier started her career as a financial analyst for high net worth clients.
In her new role, she is based in Seattle.
Russell Investments has 16 offices in major financial centers including London, Paris, Amsterdam, Sydney, Tokyo, Shanghai, New York, Milan, and Dubai.
