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Industry Spotlight > Broker Dealers

Baird Adds UBS Branch Manager

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Baird said Friday that it hired Karen Heintz, a former branch manager with UBS, to lead its Edina, Minn.-based wealth management office.

Heintz most recently managed a UBS branch in St. Paul, Minn., with 24 financial advisors managing $3.1 billion in client assets.

Employee-owened Baird says it has about 35 advisors working in the Twin Cities area, a wealth management office in Minnetonka, Minn., and a fixed-income office in Edina.

“Karen brings with her a unique depth and breadth of experience in financial services and human resource management,” said Erik Dahlberg, regional director for Baird’s Private Wealth Management group, in a press release. “She is widely known in the Twin Cities for her support of financial advisors, enabling her to attract talent and help advisors expand their business.”

During her eight years with UBS, Heintz served as a complex manager, branch manager and financial advisor. Before that, she was a branch manager with RBC Dain Rauscher.

“Baird shares my passion for creating a great culture for employees and great outcomes for clients,” said Heintz, in a statement. “That is why I know I have found a partner I can trust, and I look forward to growing Baird’s presence in the Twin Cities.”

Early last week, Baird said it recruited seven veteran financial advisors with nearly $970 million in assets.


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