Slide 2 of 34
Baird grabs 8 more advisors and $880M from wirehouses
Baird added three teams managing around $880 million in client assets from Wells Fargo and Morgan Stanley, adding to the ongoing advisor exodus from the industry’s largest firms.

The Mathey Mirabella Group includes managing directors John Mathey and Dan Mirabella, who oversee $305 million in assets and production of $1.5 million. Mirabella will also serve as branch manager for the firm’s Ann Arbor, Michigan, office.

The Olson Bellfi Pham Group includes husband-and-wife duo, managing director Karla Olson-Bellfi and vice president Omer Bellfi, in addition to vice president Thai-Vi Pham. The team manages $475 million and $1.6 million in production and joins Baird’s Ann Arbor office.

Meanwhile, the McCrea Burns Group, which includes director Dobbin McCrea, vice president Cassidy Burns and associate advisor Kevin Rollwagen, joins the firm’s Edina, Minnesota, office. That team manages $98 million with $1.7 million in production.

Read more here.


next