David Caillier is an experienced financial professional currently serving as Branch Manager and Financial Advisor in Private Wealth Management at Baird since September 2011. In this role, David provides wealth management resources to entrepreneurs, executives, and business owners involved in significant wealth events, including IPOs and M&A activity, while advising clients in both pre and post liquidity event scenarios. Prior to Baird, David held positions at Credit Suisse as Associate Branch Manager and Associate in Private Banking, as well as at Jefferies and Credit Suisse in roles focused on delivering financial and operational solutions to high-net-worth clients, emphasizing client services and portfolio reporting. David holds a Bachelor of Science in Business Administration with a concentration in Finance from California Polytechnic State University-San Luis Obispo.
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