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Who's Moving Where In Wealth Management? – Baird

Editorial Staff

30 October 2023

US wealth, investment and asset management firm Baird has brought in the Berg Group of Dallas, Texas .

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. 

Baird’s Private Wealth Management business – with client assets of more than $275 billion – encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states.