Baird Adds Brad Spencer to Minnetonka Private Wealth Management Office
MINNETONKA (Aug. 26, 2024) – Today, Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, announced it has added Brad L. Spencer as Vice President and Financial Advisor to its wealth management office in Minnetonka, Minn. He is joined by Client Assistant and daughter, Jordan L. Spencer.
Brad brings more than 25 years of industry experience to Baird and comes from RBC Capital Markets, where he managed over $206 million in assets. He earned dual bachelor’s degrees in business and psychology from Gustavus Adolphus College along with minors in Accounting and Computers. Brad plays an active role in his community and currently serves as a council member for the City of Independence.
We are thrilled that another high-quality advisor like Brad Spencer has joined one of our Baird Twin Cities branches. Brad’s dedication to clients first and giving back to the community are a perfect fit with the Baird culture.
Karen Heintz, Market Director with Baird
Baird has been a trusted partner to Minnesota families, communities, businesses and institutions since it established its first office in the state in 1974. In 2019, Baird opened a private wealth management office in St. Paul, which has significantly contributed to the firm’s local presence and enhanced the service the firm provides to clients. In addition to St. Paul and Minnetonka, Baird also has private wealth management offices in Edina and Rochester. Baird boasts over 60 associates across all offices in Minnesota, which includes an Asset Management, Fixed Income and Public Finance presence.
Baird’s Private Wealth Management business encompasses more than 1,400 Financial Advisors averaging 20 years of industry experience and serving clients coast-to-coast with client assets of more than $290 billion.
About Baird
Putting clients first since 1919, Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm with offices in the United States, Europe and Asia. Baird has approximately 5,100 associates serving the needs of individual, corporate, institutional and municipal clients and more than $455 billion in client assets as of June 30, 2024. Committed to being a great workplace, Baird ranked No. 34 on the 2024 Fortune 100 Best Companies to Work For® list – its 21st 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 and Baird Trust Company 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:
Baird Public Relations
publicrelations@rwbaird.com