Today, Baird’s Private Wealth Management business announced it has added the Palm Financial Group to its Madison west office. The firm also has an office in downtown Madison.
The Palm Financial Group comes to Baird from UBS, where it managed $680 million in assets. Team members include Michael Palm, Matthew Palm, and Nicholas Palm, who will join as financial advisors. They will be supported by Kirk Hager, accredited financial analyst, Client Specialist Courtney Justmann, and Client Assistant Michele Dahlk.
Michael Palm brings over 35 years of industry experience to Baird and holds certified financial planner and certified investment management analyst designations. He graduated from UW–Whitewater and UW–Madison with a business administration degree in accounting and information systems. He is an active advisory board member for the Our Lady Queen of Peace Finance Council.
Matthew Palm comes to Baird with over 10 years of industry experience and holds a certified financial planner designation. He holds a degree in business administration and finance from St. Norbert College and an MBA specializing in finance from Marquette University.
Nicholas Palm brings close to a decade of industry experience to Baird and holds a certified public accountant designation. He graduated from St. Norbert College with a degree in accounting and Spanish. He currently serves as an advisory board member for the Endres Manufacturing Company Foundation and the Lady Queen of Peace Finance Council.
