There is no letting up at Robert W. Baird, which recently added teams in Milwaukee and Charlotte, N.C., which collectively represent more than half a billion dollars in client assets.
Baird grabbed a former UBS team known as the WE Group, for its Milwaukee office, the largest wealth management office in the firm. The five-person team is made up of Paul E. Westphal, the group’s director, John W. Ethington, a certified public accountant and senior vice president and two financial advisors, Dan T. Gilipsky and Tyler R. Briggs. They collectively manage $160 million in client assets.
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