Robert Ferriman is a Certified Private Wealth Advisor®SM practitioner with over 33 years of experience in the financial services industry. The CPWA® designation, delivered by the Investment Management Consultants Association (IMCA), is an advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.
Rob Joined Baird in 2009 so that he could have a quality wealth management platform available to him and his clients. Prior to joining Baird Rob worked with Smith Barney, Prudential Securities and Chestnut Hill Financial Group.
Rob has a Bachelor's Degree from Babson College where he majored in Finance with concentrations in investments and economics.
Rob is active in his community by serving on the board of directors for the El Dorado Hills Youth Lacrosse and a member of the board of directors for Arts and Culture El Dorado.
Away from the office, Rob enjoys spending time with his wife Connie, daughter Reese and son Dane.