Skip navigation
The Daily Brief
RW Baird office

Arizona Advisor With $250 Million AUM Joins Baird

Brad East would join the company's Phoenix wealth management team. East has 30 years of experience in the industry and joins the employee-owned firm from Moors & Cabot.

An Arizona-based financial advisor with almost 30 years of experience and $250 million in assets under management will be joining Baird’s wealth management team in Phoenix, Ariz. Brad East is joining Baird from Moors & Cabot, and will become a managing director and financial advisor on the team, where he’ll be joined by Senior Client Specialist Michelle Kuhlman.

Baird is an employee-owned firm specializing in wealth and asset management, investment banking and private equity. The company’s private wealth management business includes more than 1,300 financial advisors working with clients from more than 160 locations throughout 33 states. Its client assets total more than $215 billion. The company was founded in 1919 and also has offices in Europe and Asia, in addition to the United States.

Baird - Brad East headshot.jpeg

Brad East

In addition to his work as an advisor, East previously served on the executive council of the Boys and Girls Clubs of Metro Phoenix, and has been chairman for the PGA Tour Champions Charles Schwab Cup Championship since 2017. He also currently is on the board of directors of the University of Arizona Alumni Association.

Last month, Baird announced that The Parker Group, a Tennessee-based advisory team with more than $383 million in assets under management, would join Baird from Morgan Stanley. The Parker Group location was Baird’s 11th private wealth management office in the state.

 

Want The Daily Brief delivered directly to your inbox? Sign up for WealthManagement.com's Morning Memo newsletter.

TAGS: Industry
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish