Wells Fargo loses two teams managing $780 million to Baird
Veteran broker teams join the firm in Ann Arbor, Mich.
Two teams managing a combined $780 million have left the Ann Arbor, Mich., office of Wells Fargo to join Baird.
Karla Olson-Bellfi, Thai-Vi Pham and associate adviser Omer Bellfi managed $475 million at Wells Fargo.
John Mathey and Dan Mirabella managed $305 million at Wells Fargo. Mr. Mirabella will serve as the branch manager of the Baird office.
Separately, financial advisers Dobbin McCrea Jr. and associate financial adviser Kevin A. Rollwagen, who were with Morgan Stanley, along with Cassidy M. Burns, who had been with Riverbridge Partners, have moved to the Edina, Minn., office of Baird. Collectively, the three managed $98 million in assets.
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