The firm announced June 1 that it has added five former UBS advisors, the WE Group, to its Milwaukee office, where the broker/dealer is based.
This brings the number of financial advisors in Baird’s largest wealth management office to 60. The WE Group brings 50 years of combined industry experience to Baird and is expected to manage some $160 million in assets.
The group includes Paul Westphal, John Ethington, Dan Gilipsky, and Tyler Briggs.
Westphal previously managed UBS’s Milwaukee office. Prior to that, he was a complex manager at UBS and Piper Jaffray.