UBS veteran and $178 million team exit for Baird

Jeffrey Tolbert will manage firm's Oak Brook, Ill., office.

MAY 16, 2017

By InvestmentNews

InvestmentNews

Jeffrey Tolbert and his four-person team who managed $178 million in assets at UBS Wealth Management Americas have joined Robert W. Baird & Co. The team, which operates as The Tolbert Group, will work at a new Baird office in Oak Brook, Ill., which Mr. Tolbert will manage. (More: See all the latest moves in the InvestmentNews Advisers on the Move database) Mr. Tolbert had been with UBS for 23 years. He began his securities career in 1983 at Prudential Securities, where he spend 11 years.

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