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A former Edelman Monetary Engines advisor in northern Virginia has left the $242 billion AUM registered funding advisory agency after greater than twenty years to hitch Baird, a dually registered monetary companies, funding banking and personal fairness agency overseeing some $405 billion in cumulative belongings.
Brandon Corso, who managed round $585 million at Edelman, will work as director and monetary advisor out of a brand new Baird workplace in Fairfax, Va. The brand new location represents Baird’s third within the state, together with workplaces in Lynchburg and McLean.
“We stay open-minded with geographical areas of significance and discover power in rising in areas the place we have already got a footprint,” mentioned Moira Moran, director of recruiting for Baird Non-public Wealth Administration. “We see nice alternative in Fairfax, particularly with Brandon on our workforce. It doesn’t matter what recruit is on our radar, we’re laser-focused on maintaining our shopper’s pursuits on the forefront of every thing we do.”
Milwaukee-based and employee-owned, Baird was based in 1919. The agency’s non-public wealth administration enterprise contains greater than 1,300 monetary advisors overseeing $275 billion for greater than 190,000 purchasers, together with practically $250 billion in regulatory belongings.
Late final yr, the agency was ordered to pay a $15 million settlement after the U.S. Securities and Trade Fee discovered that Baird and 9 different companies, together with Interactive Brokers and William Blair, had been speaking by way of non-compliant channels.
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