People Moves
Who's Moving Where In Wealth Management? β Baird
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The latest moves and appointments in wealth management in the Americas.
US wealth, investment and asset management firm Baird has brought in the Berg Group of Dallas, Texas (pictured).
Team members include Joel Berg, who is joining Baird as a director and financial advisor, and Robert Berg, who is joining as a vice president and consultant. They will be supported by client assistant Lisa Maier. The team oversees $160 million in client assets.
Bairdβs Private Wealth Management business β with client assets of more than $275 billion β encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states.
