People Moves
Who's Moving Where In Wealth Management? – Baird
The latest senior wealth management industry moves, appointments and personnel changes in North America.
Baird
Baird, a US wealth
management, investment banking and capital markets firm, has
welcomed The Berry Peña Group and The Elder Group to its new
branch in Franklin, Tennessee.
Combined, the two teams are bringing $580 million in assets to the new office.
The Berry Peña Group – comes from B Riley. Team members
include Tyler Berry who is joining as a director, financial
advisor, and Rachel Peña as a senior vice president, financial
advisor. They are supported by senior client specialist Cherie
Seale.
The Elder Group – comes from Janney Montgomery Scott. Team
members include Steve Elder who is joining as director,
financial advisor, and Ben Elder as VP, financial advisor. They
are supported by senior client specialist Tamara Hackett.
Baird has 10 other private wealth management offices in the state
of Tennessee. The firm also has public finance, institutional
fixed income and institutional equity research offices in
Nashville and Knoxville.
