Brian C. Baker
Gestionnaire de Portefeuille-Actions chez Vestor Capital LLC
Profil
Mr. Brian C.
Baker is Wealth Management Advisor at Vestor Capital LLC.
He joined Vestor Capital in 2013.
He provides a broad range of sophisticated financial counseling services to high net worth individuals and families by providing them with individualized wealth management plans.
As with all of Vestor’s clients, he applies a holistic approach to portfolios and covers areas including investment management, retirement, estate, tax considerations and risk management.
Prior to joining Vestor Capital, Mr. Baker served as a Relationship Manager in the Corporate and Institutional Services division at The Northern Trust Company.
He studied Accounting at Purdue University, receiving his B.S., and an M.B.A from DePaul University.
He holds the Certified Public Accountant designation and the Certified Financial Planner designation.
Postes actifs de Brian C. Baker
| Sociétés | Poste | Début |
|---|---|---|
Vestor Capital LLC
 Vestor Capital LLC Investment ManagersFinance Vestor Capital LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1984 and is a wholly-owned subsidiary of Focus Operating LLC., ultimately held by Focus Financial Partners, Inc (NASDAQ: FOCS). Vestor Capital provides investment advice to individuals, not-for-profit organizations, foundations and other institutions, and qualified retirement plans. | Gestionnaire de Portefeuille-Actions | 01/05/2013 |
Anciens postes connus de Brian C. Baker
| Sociétés | Poste | Fin |
|---|---|---|
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | 31/12/2012 |
Formation de Brian C. Baker
| DePaul University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
Vestor Capital LLC
Vestor Capital LLC Investment ManagersFinance Vestor Capital LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1984 and is a wholly-owned subsidiary of Focus Operating LLC., ultimately held by Focus Financial Partners, Inc (NASDAQ: FOCS). Vestor Capital provides investment advice to individuals, not-for-profit organizations, foundations and other institutions, and qualified retirement plans. | Finance |
