John McAllister

Background

About John McAllister

A strong relationship builder who excels at connecting people, knowledge and technical expertise to deliver innovative wealth management strategies and experiences to our Financial Advisors and their clients My goal is to help Financial Advisors run more successful wealth management practices. As part of the Private Wealth Management Group, I work with numerous advisors on the East Coast helping them develop and deliver a comprehensive wealth management experience to their clients, driving firm growth initiatives, assisting with the recruiting & on-boarding of new advisors and helping our existing advisors grow their revenues & run more productive practices. In this role, I use my broad experience and investment consulting background in a variety of ways with both existing financial advisors and recent recruits. Baird is an employee-owned Wealth Management, Capital Markets, Asset Management and Private Equity firm with client assets of more than $300 billion. With deep expertise, we have been a trusted partner to individual, corporate, institutional and municipal clients through many market cycles. Founded in 1919, Baird has grown strategically to meet clients’ needs. Today we are an international firm that earns consistent recognition for the quality of what we do. Designations: • CPWA® & CIMA® Specialties: • Investment Consulting for High Net Worth Clients; Practice Management; Industry Best Practices Credentials: • Series 7, 9, 63 & 65