Matthew Palm, CFP®, currently serves as Senior Vice President of Wealth Management at Baird since March 2024, having previously held the same title at UBS from February 2014 to March 2024. Earlier experience includes a position in Private Wealth Management at Baird from August 2012 to January 2014 and a role as a Financial Reporter at BMO Financial Group from July 2008 to July 2012. Matthew holds an MBA in Finance from Marquette University and a BBA in Finance from St. Norbert College.
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