Angela Purcell, Director, Director of Client & Financial Advisor Experience

Angie is a Director and the Director of Client and Financial Advisor Experience for Baird Trust.  She drives efforts to create a purposeful and seamless experience by aligning systems, people, and processes.  Angie also leads the Baird Trust Investment Services team. In this capacity, she oversees investment strategy support, investment advisory programs, performance measurement, and request for proposal initiatives.  She has 40 years of experience in the investment management industry and holds the Series 7 and 63 securities licenses. Angie serves on both the Trust Company’s Leadership Team and the Strategic Planning Team.

Angie was previously the Manager of Marketing & Client Service for Baird Trust.  She also served in the institutional division of Hilliard Lyons, as the Director of Marketing and Administration. Over her career, she has served the firm in marketing, data management, client service, administration, and product development positions.  Angie joined our firm in 1984.