Baird – an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm – announced it has added Brad Spencer as Vice President and Financial Advisor to its wealth management office in Minnetonka, Minnesota. And he is joined by Client Assistant and daughter, Jordan L. Spencer.
Brad brings over 25 years of industry experience to Baird and comes from RBC Capital Markets, where he managed over $206 million in assets. And he earned dual bachelor’s degrees in business and psychology from Gustavus Adolphus College along with minors in Accounting and Computers. Brad plays an active role in his community and currently serves as a council member for the City of Independence.
Since 1974, Baird has been a trusted partner to Minnesota families, communities, businesses, and institutions. In 2019, Baird opened a private wealth management office in St. Paul, which has significantly contributed to the firm’s local presence and enhanced the service the firm provides to clients. Along with St. Paul and Minnetonka, Baird also has private wealth management offices in Edina and Rochester.
Baird boasts 60+ associates across all offices in Minnesota, which includes an Asset Management, Fixed Income and Public Finance presence. And Baird’s Private Wealth Management business encompasses over 1,400 Financial Advisors averaging 20 years of industry experience and serving clients coast to coast with client assets of over $290 billion.
KEY QUOTES:
“We are thrilled that another high-quality advisor like Brad Spencer has joined one of our Baird Twin Cities branches. Brad’s dedication to clients first and giving back to the community are a perfect fit with the Baird culture.”
- Karen Heintz, Market Director with Baird
