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Who's Moving Where In Wealth Management? – Baird
Editorial Staff
24 October 2024
Baird 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.
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.
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.