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The ECAB Investment Group
The ECAB (Epstein Calvelli Beronja) Investment Group has over 170 years of combined financial services experience and approximately 110 years has been at Baird. We believe in using the power of time and consistency in seeking to create wealth and the power of process and diversification in seeking to preserve it.

In 2021, The ECAB Group was named to Barron’s Top 100 Private Wealth Management Teams.

David Epstein

Managing Director

888-792-0465

414-298-7391

David has been a full service Financial Advisor at Baird since 1984. His many professional accolades include the Explosive Growth Award in 1992, repeated membership in the Chairman's Club, Baird's Top Ten of Ten, and Baird's Number One...

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Chris Calvelli

Managing Director

888-792-0465

414-298-7391

Chris has been in the financial services industry since 1997 and with Baird since 1999. He has earned repeated membership in the Chairman's Club at Baird. He successfully completed the Investment Consultants program sponsored by Baird...

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Andrew Epstein

Managing Director

888-792-0465

414-298-7391

Andrew has been in the financial services industry since 2004 and joined Baird as a Financial Advisor in 2012. Prior to Baird, Andrew worked with a variety of institutional asset managers while in the sales and trading division at Bank...

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Nick Costello

Financial Advisor

888-792-0465

414-298-7391

Nick has been in the financial services industry since 1999, and re-joined Baird as a Financial Advisor in 2016. He began his career as an Investment Banker with JPMorgan, working for their High Yield and Telecom, Media & Technology...
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Kathy Beronja, CFP®

Senior Vice President

888-792-0465

414-298-7391

Kathy Beronja, CFP®, is a Senior Vice President and Financial Advisor in Baird’s Private Wealth Management Group. She has been with Baird for over 25 years. She is a CERTIFIED FINANCIAL PLANNER™ professional and has...

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Kirsten Swedberg, CFP®

Client Specialist

888-792-0465

414-298-7391

Kirsten joined Baird in 2014 as an intern in Private Wealth Management. Upon her college graduation from Marquette University in May of 2015, she became a full time employee. She has obtained her FINRA Series 7 and Series 66 licenses....

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Brittany Boyle

Client Specialist

888-792-0465

414-298-7391

Brittany joined Baird and the ECAB Group in 2014. She has obtained her FINRA Series 7 and Series 66 licenses. Brittany is also insurance licensed in Accident & Health, Life, and Variable Life/Variable Annuities. Brittany received her...
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Monica Mullen

Client Specialist

888-792-0465

414-298-7391

Monica joined Baird in 2000 and became a Client Specialist in 2002 by obtaining the FINRA Series 7 and Series 66 licenses. Monica has obtained the following insurance licenses: Accident and Health, Life, and Variable Life/Variable...
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Jaime Johnson

Client Assistant

888-792-0465

414-298-7391

Jaime joined Baird in 1998 as a receptionist and joined Private Wealth Management in 2000 as a Client Assistant. She is committed to providing the highest level of service to our clients. Jaime lives in Brown Deer with her son Cameron....
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Bailey Adkins

Client Specialist

888-792-0465

414-298-7391

Bailey joined Baird in 2020 as a Branch Operations Assistant for Private Wealth Management. She joined the ECAB group in 2021 as a Client Specialist. She has obtained her FINRA Series 7 and Series 66 licenses. Bailey received her...
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