NEW HARTFORD, N.Y. — Baird Private Wealth Management announced the addition of Melissa LaBarbera at its Utica–area branch. LaBarbera assists Managing Director Scott George and his clients. She assists with all aspects of client service including scheduling appointments, preparing performance reviews, completing account documents, opening accounts, and facilitating financial transactions. She also manages correspondence, maintains […]
NEW HARTFORD, N.Y. — Baird Private Wealth Management announced the addition of Melissa LaBarbera at its Utica–area branch.
LaBarbera assists Managing Director Scott George and his clients. She assists with all aspects of client service including scheduling appointments, preparing performance reviews, completing account documents, opening accounts, and facilitating financial transactions. She also manages correspondence, maintains electronic files, and addresses client inquiries and requests.
The office also welcomed Alec Firsching, Matthew Moore, and Ethan Whitehead as temporary associates. They will assist the branch in various capacities during the summer.
With client assets of more than $375 billion, Baird has more than 1,300 financial advisors serving clients from more than 160 locations in 33 states. Its Utica office is located at 555 French Road, Building 2, in New Hartford.
The company is an employee-owned wealth-management, asset-management, investing-banking/capital markets, and private-equity firm. It has more than 5,100 employees companywide.
