FUNDRAISING NEWS | March 15, 2024
A significant family advisor team from UBS has transitioned to Baird's Private Wealth Management unit, overseeing around $680 million in client assets. This team is part of The Palm Financial Group, based in Madison, Wisconsin, featuring advisors Michael Palm, Matthew Palm, and Nicholas Palm.
The advisors bring extensive expertise from UBS. Michael Palm brings the most experience with 36 years in the financial industry, predominantly spent at UBS since 1990, after a brief period at Smith Barney, Harris Upham & Co. Michael also holds CFP and CIMA designations. His sons, Matthew and Nicholas Palm, contribute 11 and 8 years of experience respectively, with Matthew having a previous stint at Baird before joining UBS in 2014, and Nicholas starting his career at UBS in 2016. Matthew holds a CFP designation, while Nicholas holds a CPA designation.
This addition is Baird’s second of 2024 and indicates an expansion phase for the firm.
To view the press release, click here
John Washington is the Data Research Analyst at Dakota.
