Robert W Baird & Company has appointed Jason Schlesinger in its new San Francisco wealth management office. The U.S. employee-owned financial services firm has also added Stephanie Wong as registered client relationship specialist for the team.
Schlesinger was previously a financial advisor with Wells Fargo and before that, at Bank of America Investment Services. Wong has also previously worked at Wells Fargo and Bank of America Investment Services.
Click here for the release from Baird.