The Glenn Group has joined Baird’s Portland, Maine, wealth management office. The team, previously with Wells Fargo, includes Robert Glenn as vice president and Chad Schuman as financial advisor.
The Lipe Group has joined Baird in North Carolina. Previously with Morgan Stanley Smith Barney, the team consists of Joseph Lipe as director and his son John Lipe as vice president. They will be located in Baird’s private wealth management practice in Charlotte, N.C. Also joining the group from Wells Fargo is Kevin Phillips, senior vice president. He is a 20-year financial industry veteran and will work from a new wealth management office in Lake Norman, N.C.
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