Baird has strengthened its operations in the Northeast as an industry veteran and former wirehouse advisor joins its ranks.
The employee-owned investment and wealth firm announced that it has brought on Matthew Langham as its newest senior vice president and financial advisor in Ohio.
Langham, who has more than two decades of advisory experience under his belt, is joining Baird’s private wealth management office in Toledo. Along with senior client specialist Cristina Phillips, he’ll be working under the supervision of John Melick, branch manager of the Toledo office.
"Our private wealth management business has a competitive but collaborative client-first culture,” Melick said in a statement. “Matt and his entrepreneurial spirit embody that, and I'm confident he and Cristina will bring great things to both our office and the firm."
Langham is coming to Baird with substantial experience from his previous role at Wells Fargo, where he worked for 16 years and reportedly managed over $185 million in assets.
Over the course of his 21 years in the industry, Langham also worked as a broker at Fifth Third and Lincoln Financial.
In March, Baird strengthened its presence in Wisconsin through the acquisition of the Palm Financial Group. The team, led by a father and his two sons, previously managed $680 million at UBS.
More recently in April, Baird sharpened its focus on the alts space by strengthening its partnership with CAIS, a move aimed at centralizing its alternative investment platform for its network of over 1,300 financial advisors.
Despite record plan participation, many workers remain at risk of inadequate retirement savings as Social Security’s future grows more uncertain.
New tie-ups with Advyzon, RightCapital and PreciseFP reflect growing demand for flexible, connected tools.
The recently rebranded Focus Partners Wealth is growing again, this time with a pending deal for a Fairfax, Virginia advisory firm.
The transaction significantly expands the firm's reach and capabilities.
Northern Trust is "absolutely loaded with wealthy clients," one executive said.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
