John R. Merrell

EnvestnetPMC, a provider of managed accounts and practice management technologies for financial advisors,it merge with Net Asset Management, a Los Angeles-based provider of Web-based managed account technology to financial institutions and advisory firms. The combined company will operate under the name EnvestNet Asset Management.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Bear Wagner Specialists LLC provides brokerage and related financial services. Its clients include Dow Jones Industrial Average components Alcoa, Citigroup, Honeywell International and Procter & Gamble. The company is headquartered in New York, NY.