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Baird Adds Wells Fargo Advisor, Client Relationship Specialist
Harriet Davies
25 March 2011
Baird has expanded its new San Francisco office with the addition of Jason Schlesinger as a financial advisor, director and Stephanie Wong as a registered client relationship specialist. Both join from Wells Fargo. Schlesinger, who spent the last three years at Wells Fargo, oversees $200 million in assets and generates $1.3 million in annual production. Prior to joining Wells Fargo he worked at Bank of America Investment Services. Wong has also spent the last three years at Wells Fargo, and worked at BofA Investment Services before that. Baird, an employee-owned firm, said it has added 188 financial advisors and branch managers to its Private Wealth Management group since the beginning of 2009.