Baird announced on Monday that it added a team of four to its Portland, Oregon wealth management office.
David Marshall, Director, and Gavin Amato, Vice President, oversee $400 million in client assets and generate about $1.1 million in revenue.
Marshall and Amato are joined by Dan Buxton, Registered Client Relationship Specialist, and Jessica Roggenkamp, Registered Client Relationship Associate to form The Marshall – Amato Group from Baird’s Portland office.
Before joining Baird, Marshall, Amato, Buxton and Roggenkamp worked at Morgan Stanley Smith Barney and predecessor firms Smith Barney, Shearson Lehman Brothers and E. F. Hutton. Amato worked at Smith Barney and Merrill Lynch, Pierce, Fenner & Smith.
“These advisors are seasoned industry veterans with tremendous track records of success, and we are delighted they have chosen to continue providing the highest level of service to their valued clients at Baird,” said David Perez, Senior Vice President and Branch Manager of the new Portland office, in a press release.
Baird has been expanding around the Pacific Northwest and around the country. Last year, the firm added Perez to recruit for and manage a new wealth management office in Portland that includes six professionals. Baird has added almost 200 financial advisors and branch managers to its Private Wealth Management group since the beginning of 2009. Baird has also opened or announced plans to open wealth management offices in several new markets, including Sioux City, Iowa, Fort Worth, Texas, Charleston, S.C., Charlotte, Winston-Salem, Denver, Sacramento, Calif., Lynchubrg, V.A. and Raleigh, N.C.
Baird Financial Advisors managed and oversaw nearly $63 billion in client assets as of December 31, 2010.