Baird today announced that veteran Financial Advisor Jason Schlesinger, Director, has joined the firm’s new San Francisco wealth management office. Baird also added Stephanie Wong, Registered Client Relationship Specialist. The addition of the two wealth management professionals demonstrates Baird’s continued growth in the Bay Area.
Schlesinger, who oversees $200 million in assets and generates $1.3 million in annual production, spent the last three years as a Financial Advisor with Wells Fargo. Prior to his time at Wells Fargo, he was a Financial Advisor at Bank of America Investment Services for more than a decade. Wong also spent the past three years at Wells Fargo, and, prior to that, eight years at Bank of America Investment Services.
'We are pleased to welcome Jason and Stephanie to Baird and continue our growth in the Bay Area', said Bill Welsh, Branch Manager of Baird’s San Francisco wealth management office. 'Jason has a best-in-class reputation when it comes to providing financial advice and client service. His decision to join Baird speaks volumes about our culture and commitment to being the best financial partner for our clients'.
Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, continues to expand its footprint in northern California. Since 2007, Baird has added a number of senior level associates in the Bay Area including a new Co-Head of equity capital markets, several technology and clean technology investment bankers and equity research associates, and a number of veteran equity traders.
Baird has added 188 Financial Advisors and Branch Managers to its Private Wealth Management group since the beginning of 2009, the vast majority of whom are industry veterans. Beyond adding talent, Baird has opened or announced plans to open wealth management offices in several new markets. New office locations include Sioux City, Iowa, Fort Worth, Texas, Charleston, S.C., Charlotte, Winston-Salem, Denver, Sacramento, Calif., Lynchburg, Va.,Raleigh, N.C. and Portland, Ore.