UK-based Robert W. Baird & Co., an employee-owned wealth management firm, has appointed a financial adviser from UBS Wealth Management Americas to expand its adviser footprint in the US.
Adviser Gerald Brennan has joined Baird as a director. Prior to this, Brennan managed approximately US$215 million in client assets along with his team at UBS Wealth Management Americas.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Brennan, who has worked in the advising industry for three decades, had spent more than a decade at UBS.
Baird said, Brennan is joined by adviser Jim Seidel and registered client relationship associate Lynn Kittelson. The team is based in Edina, Minnesota.
