Heintz, who joins Baird from UBS Financial Services (UBS), has been named Senior Vice President, Branch Manager, a role in which she will manage and continue to grow the office. Most recently, she managed UBS’s St. Paul, Minn. branch which included 24 financial advisors managing $3.1bn in client assets.
Baird has had a presence in the Twin Cities for nearly 40 years, and currently has 35 associates in the region. The firm has a second wealth management office in Minnetonka and also operates a fixed income office in Edina.
'Karen brings with her a unique depth and breadth of experience in financial services and human resource management', said Erik Dahlberg, Regional Director for Baird’s Private Wealth Management group. 'She is widely known in the Twin Cities for her support of financial advisors, enabling her to attract talent and help advisors expand their business'.
'Baird shares my passion for creating a great culture for employees and great outcomes for clients', Heintz said. 'That is why I know I have found a partner I can trust and I look forward to growing Baird’s presence in the Twin Cities'.
During her eight years with UBS, Heintz held the roles of complex manager, branch manager and financial advisor. Before that, she was a branch manager with RBC Dain Rauscher. Earlier in her career, she held human resource management roles with RBC Dain Rauscher, as well as GAB Robins and Safeco Insurance. Her professional experience also includes service to the United States Army. Heintz holds a bachelor’s degree in retail management from The University of Wisconsin-Madison.
Active in her community, Heintz volunteers time as a tutor with the Saint Paul Public Schools Foundation. She also serves on the Board of Directors for the Park Square Theatre and previously held board and leadership roles with the Bloomington Theater and Arts Center. Heintz resides in South Minneapolis with her husband Matt Perry.
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