Baird Appoints Perez to Sacramento Wealth Management Office

Baird, an employee-owned, international wealth management, asset management, investment banking and private equity firm, today announced its appointment of Mario R. Perez as Vice President and Financial Advisor to its wealth management team in Sacramento, Calif.

Perez brings 12 years of experience to Baird and a client roster of $160 million in assets under management. He was named as a Best-in-State Next Gen Wealth Advisor by Forbes in 2019. Prior to joining Baird, Perez was a Financial Advisor at Wells Fargo. Perez attended Sacramento City College.

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 $215 billion.

About Baird

Putting clients first since 1919, 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. Baird has approximately 4,600 associates serving the needs of individual, corporate, institutional and municipal clients and more than $305 billion in client assets as of June 30, 2020. Committed to being a great workplace, Baird ranked No. 13 on the 2020 Fortune 100 Best Companies to Work For® list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated 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.