Who's Moving Where In Wealth Management? – Baird Trust, Eton Advisors, Family Office Partners

About the role

Baird Trust Wealth and Family Office has appointed Jeremy Gerch as a senior vice president. He will work with complex estate planning and trust administration needs.

• Strengthens the firm's ability to serve complex, high net worth client relationships
• Client assets have nearly tripled from $11 billion to more than $30 billion as of December 31, 2025
• Headquartered in Louisville with branch offices in Indiana, Ohio, South Carolina, Tennessee and Wisconsin

Qualifications

Jeremy Gerch has deep estate and tax planning expertise and practical experience.

Benefits

Baumberger brings extensive experience in trust and estate planning, family governance, and fiduciary matters.

• Over two decades of experience advising wealthy families
• Earned bachelor of science in management with a concentration in finance from Tulane University’s A B Freeman School of Business
• Holds the Certified Financial Planner™ designation
• Former president and treasurer of the Coral Gables-South Dade Estate Planning Council

Schedule

Not specified

Pay

Not specified

Skills

Deep estate and tax planning expertise, practical experience, extensive experience in trust and estate planning, family governance, and fiduciary matters.

Benefits

Not specified

Pay

Not specified

Schedule

Not specified