Baird adds to Ohio presence with Wells Fargo hire

Baird adds to Ohio presence with Wells Fargo hire
The employee-owned wealth firm’s latest addition previously managed north of $185M at the wirehouse.
JUL 11, 2024

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.

Latest News

Private capital's $1 trillion bet on the American retirement account
Private capital's $1 trillion bet on the American retirement account

From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.

Advisor moves: Wells Fargo Advisors pulls in $9.6b in fresh talent during first half of May
Advisor moves: Wells Fargo Advisors pulls in $9.6b in fresh talent during first half of May

Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.

Why uncertainty is making behavioral coaching more valuable than ever
Why uncertainty is making behavioral coaching more valuable than ever

Markets have always been unpredictable. What has changed is the amount of information investors are trying to process and the growing role advisors play in helping clients avoid emotional decisions

Florida investor hits real estate syndicator with fraud suit over $750K
Florida investor hits real estate syndicator with fraud suit over $750K

Six apartment deals, one "big account," and $2.7M in undocumented insider loans. Now the lawsuit lands

Chicago’s 'Mr. Finance' posed as advisor in loan scheme, according to Illinois regulators
Chicago’s 'Mr. Finance' posed as advisor in loan scheme, according to Illinois regulators

The Illinois order refers to Brandon Ellington’s investment program as a “Ponzi-like scheme.”

SPONSORED Are hedge funds the missing ingredient?

Wellington explores how multi strategy hedge funds may enhance diversification

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management