Briana Berndt joined the team in February 2016. She comes to the team with a wealth of knowledge and expertise from her experience here at Baird.
Briana graduated from the University of Wisconsin- Milwaukee with a Bachelor of Science degree, majoring in Finance. She also holds her Series 7 and 66 financial designations.
Since joining the firm in 2004, Briana has had the privilege of experiencing Baird’s client-centric culture from several seats. While attending college Briana interned at Baird with our operations team in client services. This led her to an 8 year career as a client service specialist with Baird’s back office. From there she spent an additional 3 years on Baird’s institutional side in Fixed Income where she served as a Risk and Regulatory Specialist. Briana found her true passion was helping people on a person-to-person level leading her back to private wealth management, working with the O’Malley Group.
Outside of spending time with her family and friends, Briana, her husband Sean, and her son and daughter love to bike, run, golf and travel.