Our Profile
Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.
Brian Brennan, CFP®
Senior Vice President, Financial Advisor
216-737-7370
Brian is a graduate of St. Joseph’s College with a degree in Finance and received an executive certificate in financial planning from John Carroll University. Before becoming a Financial Advisor, he had a successful career in a...
Brian W. Kurtz
Managing Director
216-737-7370
Brian joined Baird in 2001 as Branch Manager of the Cleveland office. He earned a bachelor’s degree in finance from John Carroll University and in addition to holding many securities and insurance licenses, Brian is a graduate of...
Frank Ferritto, CFP®
Financial Advisor
216-737-7370
Frank joined the Baird Cleveland office in 2021. Prior coming to that, Frank spent the past nine years at UBS as a Senior Wealth Strategy Associate. He is a graduate of Ohio State University with a degree in Finance. In early 2015,...
Tracy Brennan
Senior Client Specialist
216-737-7370
Tracy joined Baird in 2019 and is excited to be part of the team. She provides client service with an emphasis on daily account maintenance, cash management and all other administrative tasks for our clients. She has a BA in Psychology...