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a Milwaukee-based financial services firm, will open a Philadelphiz office with two wealth management professionals formerlywith . The firm said it is also openinhg aBaltimore site. Brian J. McGrath will serve as branch managerand E. Howard “Howdie” Goodwinb as financial adviser. A 28-year industry McGrath was previously senior vice president and investment officer for Wachovia Securities and its legacyt firmin Princeton, N.J, and Conshohocken, Pa.
Priot to joining Wachovia in 1995, he held severakl positions including executive vice president and chief operatingh officer of theNew York-based , and sales manager and financial consultant for Merrill Lynch’s Philadelphia and Baltimore complex of offices. Goodwin, who has 33 years of industryu experience, was previously a managinv director forWachovia Securities. During his he has been an investment officer andbrancbh manager. McGrath and Goodwin are joinef byVeronica Hartnett, office administrative supervisor.
Baird’w private wealth management business, which is overseeintg more than $54 billion in client assets as ofJune 30, has expanded into Phoenix; Minnetonka, Reston, Va. Baird recently announced plans to establis h its first wealth management offices in Northerbn Californiaand Nevada. Plans call for Baird to open multipld wealth management offices in both the Philadelphia and Baltimored markets over the nextfew years.
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