Baird, a multinational independent investment bank and financial services company headquartered in Milwaukee, has appointed Mario R. Perez to its wealth management team in Sacramento, Calif., as vice president and financial advisor, the company said in a recent news release.
Perez, formerly a wealth advisor at Wells Fargo Clearing Services LLC, brings 12 years of experience to Baird and a $160 million book of business.
Baird's Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $215 billion.