Baird Adds Five Wealth Management Professionals to New St. Louis Office

Firm,Private Wealth Management

ST. LOUIS, Mo. – Dec. 5, 2018 – Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, today announced the addition of two veteran financial advisors to a new wealth management office in St. Louis. The team includes Richard Fisher and Dan Sullivan, who will both serve in the roles of Senior Vice Presidents, Financial Advisors. Sullivan will also manage the office. They are joined by William Wilcox, Consultant, and Donna Brandmeyer and Marianne Dennie, who will serve as Client Specialists.

Baird also has a wealth management office in Kansas City, as well as an equity and fixed income capital market presence in St. Louis.

"We are very pleased that a strong cultural fit made Baird the best place for these talented professionals to continue their storied careers," said John Mabee, Vice Chairman of Baird’s Private Wealth Management group. "Their reputation and experience make them a tremendous addition to Baird. With them on board, we are excited to grow our footprint in Missouri, and provide the best financial advice and service to the community of St. Louis."

Fisher brings nearly 50 years of experience in the industry to Baird and founded the St. Louis branch of Oppenheimer in 1990. He is a graduate of University of Pennsylvania where he earned a bachelor's degree in economics. Fisher is well-known in the community for his involvement in civic service, formerly serving as a Trustee for St. Louis University, Trustee for John Burroughs High School, Vice Chairman of the St. Louis American Red Cross, Chairman of Trustees for the St. Louis Art Museum. He is also a longtime supporter and volunteer with the Arthur & Helen Baer Charitable Foundation. 

Sullivan joins Baird with over 20 years of experience in the finance industry. He is a graduate of the University of Mississippi where he received a bachelor's of business administration degree in marketing. Sullivan is a member of the Board of Governors for the Cardinal Glennon Children's Foundation and is also involved as a supporter and volunteer with the Arthur & Helen Baer Charitable Foundation of St. Louis.

This addition also comes on the heels of the announcement that Hilliard Lyons has agreed to join Baird. Baird's Private Wealth Management business encompasses more than 890 financial advisors serving clients through 97 locations in 30 states, and has client assets of $140 billion. Baird has added more than 45 financial advisors to its Private Wealth Management group since the beginning of 2018, the majority of whom are industry veterans, and added new wealth management offices in Tucson, Arizona; Durango, Colorado; Elgin, Illinois; Ann Arbor, Michigan; Anchorage, Alaska; Toledo, Ohio; and St. Louis, Missouri. In addition, M. Griffith Investment Services, Inc., an investment firm headquartered in Central New York, became a wholly owned subsidiary of Baird earlier this month.

About Baird
Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has approximately 3,500 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has $211 billion in client assets as of June 30, 2018. Committed to being a great place to work, Baird ranked No. 12 on FORTUNE’s 100 Best Companies to Work For in 2018 – its 15th consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird's principal operating subsidiaries are Robert W. Baird & Co. Incorporated in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s website at www.rwbaird.com.

For additional information, contact:
Rachel Kern
Baird Public Relations
(414) 765-7250