Baird says that veteran financial advisor David J. Perez has joined the employee-owned international wealth management firm as senior vice president. The former Smith Barney branch manager will open a new Baird wealth management office in Portland, Ore.
Perez has 29 years of industry experience, 23 of which were in branch-management roles at Smith Barney, Shearson Lehman Brothers and E.F. Hutton in Oregon and Northern California.
“David is a tremendous addition to our Private Wealth Management business and to Baird,” said Mike Schroeder, president of Baird Private Wealth Management in a press release.
“With his deep industry knowledge and appreciation for Baird’s unique culture, he is well suited to recruit other talented and committed financial professionals and help the firm establish a presence in the Pacific Northwest,” said Schroeder. “We’re very pleased he has chosen to continue his career at Baird.”