Baird Adds The Arnold & Tai Group to Wealth Management Office in Denver
Private Wealth Management
DENVER, CO – March 21, 2022 – Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, today announced that it has added the Arnold & Tai Group to its wealth management office in Denver, Colorado.
The three-person team comes to Baird from Wells Fargo and includes John Arnold, who will serve as a Managing Director and Financial Advisor and Jessica Tai, CFA®, who will serve as a Vice President and Financial Advisor. They will be supported by Client Specialist Lisa Peterson. The team oversees $275 million in assets under management.
Arnold brings close to four decades of industry experience to Baird. He attended the University of Wyoming and holds Series 7, 63, 64 and 9/10 Securities Registrations in addition to the Life and Health Insurance License.
Tai has eight years of industry experience and holds a bachelor’s degree in business administration and finance from the University of Colorado Boulder. She is also an active member of the Colorado CFA Society.
Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $255 billion.
Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm with offices in the United States, Europe and Asia. Established in 1919, Baird has approximately 4,600 associates serving the needs of individual, corporate, institutional and municipal clients. Baird surpassed $400 billion in client assets at the end of 2021. Committed to being a great place to work, Baird ranked No. 32 on the Fortune 100 Best Companies to Work For® list in 2021 – its 18th consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated and Baird Trust Company in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s website at www.rwbaird.com.