People Moves

Baird Adds $2 Million Team To San Fran Office

Harriet Davies Editor - Family Wealth Report 9 June 2011

Baird Adds $2 Million Team To San Fran Office

Baird has ramped up its new San Francisco wealth management office with the hiring of financial advisors Jonathan Fitzgibbons, managing director, and Joyce Linker, senior vice president. In addition to the financial advisory duo, Katherine LeClair has been hired as a registered client relationship specialist.

All three join Baird from ThinkEquity, which is also based in San Francisco, where they had worked for several years. Fitzgibbons and Linker oversee a combined $300 million in assets and generate nearly $2 million in annual production, according to Baird.

“There are tremendous opportunities for Baird in San Francisco and the Bay Area, and we’re confident that adding proven talent like this team of professionals will enable us to realize the full potential of those opportunities and service more high net worth families and individuals in the area,” said Bill Welsh, branch manager of the firm’s San Francisco wealth management office.

Back in March, the employee-owned wealth manager brought in Jason Schlesinger, a $1.3 million producer from Wells Fargo, to the San Francisco office.

Baird oversees and manages client assets of around $84 billion.

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