The Baird Utica Branch is pleased to recognize Theresa Flemma, Managing Director, for successfully earning the Certified Private Wealth Advisor® Certification.
This is an impressive achievement, reflective of the experience, ethics and graduate-level investment training that make Theresa so valuable to Baird and our Utica branch office.
“The CPWA® certification demonstrates Theresa’s commitment to enhancing her knowledge and skills,” said Baird’s Utica Branch Manager Eric Pronovost. “We are very proud to have advisors like Theresa who are dedicated to helping her clients in our community.”
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 5,100 associates serving the needs of individual, corporate, institutional and municipal clients and more than $405 billion in client assets as of June 30, 2023. Committed to being a great workplace, Baird ranked No. 23 on the 2023 Fortune 100 Best Companies to Work For® list – its 20th consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated and Baird Trust Company 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. For more information, please visit Baird’s website at www.rwbaird.com.