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<strong>Baird's Flemma &#38; Sheridan recognized as</strong><strong>2024 FORBES TOP WOMEN WEALTH ADVISORS</strong>

Baird's Flemma & Sheridan recognized as2024 FORBES TOP WOMEN WEALTH ADVISORS

New Hartford, NY, Feb. 15, 2024 – It was recently announced that Theresa Flemma, Managing Director, with The Flemma Group, and Michele Sheridan, Director, with The Sheridan Group, in Baird’s Utica wealth management office have both been named to FORBES 2024 Top Women Wealth Advisors Best-In-State list.

 

“Theresa and Michele’s inclusion in this prestigious list solidifies their position among the very best financial advisors in the industry and the country,” said Erik Dahlberg, President of Baird’s Private Wealth Management business. “Theresa and Michele excel at delivering the best financial advice and service to their clients and they couldn’t be more deserving of this recognition.”

 

“It is truly a pleasure to work with both Theresa and Michele,” said Eric Pronovost, Branch Manager.  “Having two women from the same branch recognized by FORBES is an admirable achievement and reflects the high standards we all strive for at Baird.  We congratulate them both for this wonderful recognition and celebrate everything they do to go above and beyond for their clients and our community.”

Financial advisors are selected for FORBES Top Women Wealth Advisors based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.  FORBES "America's Top Women Wealth Advisors" was published on February 8, 2024. Rankings based on data as of September 30, 2023.


<h2>Theresa Flemma earns Certified Private Wealth Advisor Certification</h2>

Theresa Flemma earns Certified Private Wealth Advisor Certification

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.”


New Hire -&#160;<strong>Melissa LaBarbera </strong>&#8211; Client Assistant, The George Group

New Hire - Melissa LaBarbera – Client Assistant, The George Group

Melissa LaBarbera joins Baird’s Private Wealth Management branch in Utica.  Melissa joined Baird in March 2023 to assist Scott George, Managing Director, and his clients.  She brings with her an administrative work background which makes her a perfect fit for an ever-growing position.

Melissa 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.  

“Melissa’s professionalism makes her a perfect fit for us,” said Eric Pronovost, Branch Manager.  “We are so pleased to have her join our Utica Baird team.” 

Baird Utica's <strong>Flemma &#38; Sheridan</strong> named to Forbes&#8217; 2023 Top Women Wealth Advisors List

Baird Utica's Flemma & Sheridan named to Forbes’ 2023 Top Women Wealth Advisors List

New Hartford, NY, Feb. 21, 2023 – It was recently announced that Theresa Flemma, Managing Director with The Flemma Group, and Michele Sheridan, Director, with The Sheridan Group, in Baird’s Utica wealth management office have both been named to Forbes’ 2023 Top Women Wealth Advisors List 

“Theresa and Michele’s appearance on this prestigious national list solidifies their position among the very best financial advisors in the industry and the country,” said Erik Dahlberg, President of Baird’s Private Wealth Management business. “Theresa and Michele excel at delivering the best financial advice and service to their clients and they couldn’t be more deserving of this recognition.” 

Financial advisors are selected for Forbes’s Top Women Wealth Advisors based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.  Forbes "America's Top Women Wealth Advisors" award was published on February 02, 2023. Rankings based on data as of September 30, 2022.

Baird&#8217;s Utica Branch announces new Vice President - <strong>Matthew Savery</strong>

Baird’s Utica Branch announces new Vice President - Matthew Savery

New Hartford, NY, March 6, 2023 – Matthew Savery is now a Vice President with the Earl Savery Group in Baird’s Utica Branch.  Matt is CFA® charterholder and a CERTIFIED FINANCIAL PLANNER CFP® Professional.  He has been with Baird since 2010. 

Matt provides comprehensive investment and financial planning to high-net-worth individuals, businesses, and non-profit organizations. He helps clients to simplify the complexities of their financial lives in order to give them a greater confidence and peace of mind so they can enjoy those areas of life most important to them. 

“I congratulate Matthew on his officer title promotion to Vice President, said Eric Pronovost, Utica Branch Manager and Director at Baird.  “This is very well deserved and a true reflection of Matt’s dedication to his family, clients and Baird.”

New Hire - <strong>Eric Pronovost&#160;</strong>&#8211; Branch Manager

New Hire - Eric Pronovost – Branch Manager

The Baird Utica Branch is pleased to announce its new branch manager, Eric Pronovost.  Eric has worked in the investment industry since 1992 and with Baird since 2015.  Eric is a Director with his own advisory practice focusing on advanced financial planning and relationship management with a focus on business owners along with being the branch manager of the Portland and Camden offices. 

In his personal life, Eric is an avid outdoorsman, gardener, wine maker, real estate investor and a past Golden Gloves Boxer.  His goal is to grow and expand Baird’s Utica presence, attract more talented advisors to the branch and expand to other cities in the New York and New England regions. 

“This is an exciting opportunity to partner with and support some of the most successful people and teams at Baird,” said Eric.  “I’m looking forward to becoming part of this wonderful community.”

New Hire -&#160;<strong>Mike Goff</strong> &#8211; Client Assistant, The Flemma Group

New Hire - Mike Goff – Client Assistant, The Flemma Group

Mike Goff joins the Flemma Group at Baird as a Client Associate after working for BNYMellon for more than 20 years.  He is extremely excited to bring his extensive service and technical skills to his new position and is thrilled to start this new chapter in his career.  “We are delighted to have Mike join our team and firmly believe his skills and enthusiasm will be an asset in providing our clients with the high level of service we strive to deliver,” said Theresa Flemma, Managing Director at Baird.

Baird Utica&#160;Open House &#38; Ribbon Cutting&#160;July 27th 2022<br/>

Baird Utica Open House & Ribbon Cutting July 27th 2022

Baird’s Private Wealth Management business is pleased to announce the grand re-opening of its Utica branch, following a significant renovation to modernize the office space. 

 

Baird’s Utica branch opened in 2018 following the acquisition of M. Griffith Investment Services, a hybrid advisory firm founded in 1947.  Located on French Road in New Hartford NY, Baird’s Utica  branch employs more than 20 employees, including 10 financial advisors.