Barbara Olson Email & Phone Number

Madison, Wisconsin Area

Chief Compliance Officer for Baker Tilly Capital, LLC, a registered broker-dealer, member FINRA and Chief Compliance Officer for a registered investment adviser, Baker Tilly Wealth Management, LLC. Baker Tilly Capital, LLC is a specialty investment bank concentrating in merger & acquisition services, buy- & sell-side advisory, and tax credit & incentives, and New Market Tax Credits. Our experienced investment bankers offer a full-service approach before, during, and after a… Show more Chief Compliance Officer for Baker Tilly Capital, LLC, a registered broker-dealer, member FINRA and Chief Compliance Officer for a registered investment adviser, Baker Tilly Wealth Management, LLC. Baker Tilly Capital, LLC is a specialty investment bank concentrating in merger & acquisition services, buy- & sell-side advisory, and tax credit & incentives, and New Market Tax Credits. Our experienced investment bankers offer a full-service approach before, during, and after a transaction.Baker Tilly Wealth Management, LLC is an SEC registered investment adviser providing discretionary and non-discretionary portfolio management and pension consulting services.Baker Tilly Capital, LLC and Baker Tilly Wealth Management, LLC are each controlled by Baker Tilly Advisory Group, LP, a tax and advisory firm. We take advantage of being part of one of the largest U.S.-based accounting and advisory firms to draw on the knowledge and expertise of other Baker Tilly professionals in tax, industry, operations, accounting, and other disciplines. Show less