David H. M. Baker
Portfolio Manager-Aktien bei 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.
Aktive Positionen von David H. M. Baker
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.04.2021 |
Ehemalige bekannte Positionen von David H. M. Baker
| Unternehmen | Position | Ende |
|---|---|---|
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. | Chief Investment Officer | 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 |
Ausbildung von David H. M. Baker
| Babson College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | Finance |
| Private Unternehmen | 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 |
