- Experienced – The team principals have extensive industry experience, educational backgrounds and specialized designations.
- Trusted – The team considers the trust of their clients as the primary contributor to a successful relationship. The team has an admirable record of client retention and compliance.
- Knowledgeable – Because of its industry knowledge, the team utilizes propriety investment strategies as the core of its investment management solutions.
- Manage substantial financial assets – As a testament to the team’s process and success, we manage a substantial amount of financial assets.
- Accountable – Because the team utilizes many proprietary strategies, it recognizes and welcomes the associated accountability.
To find out how we can help you plan for what’s next contact us today .
toll free:(800) 444-1223
Michael Perrini is a Managing Director of Private Wealth Management and joined Baird in 1999. He has over 28 years experience in the industry having held positions in private client investments, portfolio management, consulting and institutional sales. Michael has been repetitively recognized by FORBES as a Best In State Wealth Advisor.
Michael earned his BA in Finance from the University of Notre Dame. He received his MBA from Northwestern University’s Kellogg Graduate School of Management. He also completed the Investment Consultants Program sponsored by Baird at the University of Chicago Graduate School of Business. He currently resides in Columbus, Ohio, where he has spent most of his life and is active in numerous community organizations. Michael is married and has three children.
James Cain, CPWA®, CFP®
Senior Vice President
toll free:(800) 444-1223
Jim Cain is a Director of Private Wealth Management and joined Baird in 2001. He has over 21 years experience in the industry. Jim holds an Ohio State Life, Fixed and Variable Annuity License. Jim is a CERTIFIED FINANCIAL PLANNER™ professional as well as a CERTIFIED PRIVATE WEALTH ADVISOR®. He considers the financial security of his client to be his top priority.
Jim holds a BS in Financial Management from the Ohio State University. He is married with two children, lives in Galena and is part of the Financial Planning Association, Investment Management Consultants Association and the Ohio State Alumni Association. He was selected by the Consumers Research Council of America as one of America’s Top Financial planners for 15 years in a row. He has also been named as a Five Star Wealth Manager by Columbus Monthly for the past 8 years.
Scott Grenier, CFP, AEP
Senior Vice President, Manager of Estate Planning
Arti Batra, J.D.
Senior Estate Planner
Prior to joining Baird, she spent the last decade assisting clients and their families achieve their estate planning goals. Her practice was largely focused on comprehensive estate planning, including tax planning for high net worth individuals, wealth transfer planning, estate and succession planning for business owners and advising clients on asset protection strategies.
Kelsey Clair, CPA
Andy McKay, J.D.
Managing Director Business Owner Solutions
Andy is a board member of several closely held and family businesses. He has a B.S. from the Georgia Institute of Technology and a J.D. with honors from the University of Georgia School of Law.
Vice President, Business Owner Solutions
Director of Baird Family Wealth
Senior Vice President, Equity Compensation Planning Manager
Laurence joined Baird in 1995 and served in a variety of capacities before joining the Equity Compensation Planning Team in 1999 as Manager. Laurence is responsible for advising clients and Financial Advisors on issues related to equity compensation including stock options, restricted stock, 10b5-1 trading plans, and other regulatory topics related to Securities law. Laurence is a graduate of the University of Wisconsin – Milwaukee, is a member of the National Association of Stock Plan Professionals, and holds the Series 7 and 63 licenses.