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David Charles Baker
Direktor der Forschung - Eigenkapital bei Laird Norton Wealth Management LLC
Profil
Mr. David C.
Baker, CFA, is a Senior Director & Investment Strategy at Laird Norton Wealth Management LLC.
He is responsible for providing recommendations to the Chief Investment Officer pertaining to the design and implementation of investment strategy, and he heads Investment Strategy Committee.
Specifically, he leads the portfolio modeling process, both for strategic and tactical positioning, including the development of capital market assumptions, portfolio optimization, and risk analysis.
He also guides research process, as sector-specific analysts seek out the mutual funds, separate account managers or limited partnerships best-suited for client portfolios, as well as the ongoing monitoring of such investments.
In addition, he writes market and economic commentaries and is a key contributor to quarterly investment outlooks.
Having worked in wealth management and financial services for more than a decade, he has extensive experience in investment research and analysis, as well as client portfolio management.
Prior to joining the firm in 2006, Mr. Baker was employed as a financial advisor for Pacific Capital Resource Group, a Bellevue-based financial services firm.
While there, he built customized investment strategies and managed balanced portfolios with the ultimate goal of providing superior risk and return for his clients.
He is a Chartered Financial Analyst and holds a Bachelor of Arts in Business Administration from the University of Washington.
Aktive Positionen von David Charles Baker
Unternehmen | Position | Beginn |
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Laird Norton Wealth Management LLC
![]() Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Direktor der Forschung - Eigenkapital | 01.01.2018 |
Ausbildung von David Charles Baker
University of Washington | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 1 |
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Laird Norton Wealth Management LLC
![]() Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |