UBS veteran and $178 million team exit for Baird

Jeffrey Tolbert will manage firm's Oak Brook, Ill., office.
MAY 16, 2017

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.

Latest News

401(k) and IRA savings rates hit records in Q1 2026, says Fidelity
401(k) and IRA savings rates hit records in Q1 2026, says Fidelity

Data covering 54 million retirement accounts show workers saving through market turbulence, with stock plans coming into their own as an investing tool.

California, New York move to tax Jan. 6 fund payouts
California, New York move to tax Jan. 6 fund payouts

California Governor Gavin Newsom and New York's Alex Bores target Trump's $1.8 billion anti-weaponization fund with full clawback tax proposals targeting resident recipients.

Family offices are losing faith in the dollar and bracing for a world that stays broken, UBS reveals
Family offices are losing faith in the dollar and bracing for a world that stays broken, UBS reveals

The wealthiest investors on earth are quietly reshuffling portfolios for permanent uncertainty, not just another rough patch.

Retirement is the new American Dream, but millions doubt they'll get there
Retirement is the new American Dream, but millions doubt they'll get there

ACLI research reveals middle-class financial resilience rebounding, even as inflation anxiety and a deep savings confidence gap cloud the outlook.

Estate planning isn't a service add-on. It's your retention strategy.
Estate planning isn't a service add-on. It's your retention strategy.

As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.

SPONSORED Estate planning isn't a service add-on. It's your retention strategy.

As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.

SPONSORED Why strategy matters more than performance

In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.