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ROBERT W. BAIRD & CO. INCORPORATED: Baird Adds Six Wealth Management Professionals, Opens New Office in Durango

by Press release submission | Jul 24, 2018

Robert W. Baird & Co. Incorporated issued the following announcement on July 23.

Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, announced today that it has added six wealth management professionals and opened a new wealth management office in Durango, Colo. The Luthy McCallum Group includes veteran Financial Advisors William Luthy, CPM®, Vice President, and Tina McCallum, CFP®, Assistant Vice President, and Marcia Baxter, Client Assistant. Luthy will also serve as Resident Manager. Veteran Financial Advisor Michael Barth, Senior Vice President, will also join along with Christopher Hughes, Financial Advisor Trainee, and Suzanne Jackson, Client Assistant.

The new office is located at 1099 Main Avenue, Suite 203. Baird now has four wealth management offices in Colorado, as well as fixed income institutional sales operations and two equity capital markets operations located in Denver and Boulder, as well as an asset management division focused on international and global equity portfolios also located in Boulder.

“We are very excited to welcome these talented and esteemed professionals, and continue to grow our Colorado footprint to include the great community ofDurango,”said Steve Binder, Director of the Colorado Market for Baird’s Private Wealth Management group.

Luthy brings more than 15 years of industry experience to Baird. Most recently, he served as Financial Advisor and Resident Manager with Morgan Stanley. He received bachelor’s degree in engineering and business administration from the University of Illinois. Active in his community, Luthy serves as a volunteer firefighter and the current president of the High Noon Rotary. He currently resides in Durango.

McCallum brings 20 years of industry experience to Baird. Most recently, she was a Financial Advisor with Morgan Stanley. She received her bachelor’s degree in finance from the University of Arizona and currently resides in Durango.

Barth joins Baird with 30 years of industry experience. Most recently, he served as Financial Advisor with UBS Financial. Barth graduated from Mount St. Mary’s University with a bachelor’s degree in business and finance, and currently resides in Durango.

Baird’s Private Wealth Management business encompasses approximately 860 financial advisors serving clients through 94 locations in 30 states, and has client assets of $136 billion.

Original source: http://www.rwbaird.com/news/baird-opens-office-in-durango




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