David H. M. Baker
Gestionnaire de Portefeuille-Actions chez Wealth Enhancement Advisory Services LLC
Profil
Mr. David H.
Baker, CFA, is a Senior Vice President, Financial Advisor & Portfolio Manager at Wealth Enhancement Advisory Services LLC.
In addition to advising clients, Mr. Baker shares leadership responsibility for investment and business development strategies.
He joined Wealth Enhancement Group in 2021 through the North American Management merger.
His previous experience includes roles at Berents & Hess, Rivendell Capital, Cilluffo Associates LP, PNC Financial, and Lehman Brothers.
He is also a member of CFA Society Boston.
Mr. Baker received his BS Finance & Investments from Babson College.
Postes actifs de David H. M. Baker
| Sociétés | Poste | Début |
|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Gestionnaire de Portefeuille-Actions | 01/04/2021 |
Anciens postes connus de David H. M. Baker
| Sociétés | Poste | Fin |
|---|---|---|
North American Management Corp.
 North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Directeur en chef des Investissements | 01/01/2017 |
Lehman Brothers Merchant Banking Group
 Lehman Brothers Merchant Banking Group Investment ManagersFinance Based in New York City, the Lehman Brothers Merchant Banking Group (LBMB) is a division of Lehman Brothers Holdings, Inc. (NYSE: LEH | Corporate Officer/Principal | 31/12/1997 |
| PNC FINANCIAL SERVICES GROUP, INC. | Corporate Officer/Principal | 31/12/1997 |
Formation de David H. M. Baker
| Babson College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | Finance |
| Entreprise privées | 3 |
|---|---|
North American Management Corp.
North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Finance |
Lehman Brothers Merchant Banking Group
Lehman Brothers Merchant Banking Group Investment ManagersFinance Based in New York City, the Lehman Brothers Merchant Banking Group (LBMB) is a division of Lehman Brothers Holdings, Inc. (NYSE: LEH | Finance |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |