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Brian C. Baker
Gestore di Portafoglio-Azioni presso Vestor Capital LLC
Profilo
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.
Posizioni attive di Brian C. Baker
Società | Posizione | Inizio |
---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/05/2013 |
Precedenti posizioni note di Brian C. Baker
Società | Posizione | Fine |
---|---|---|
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 |
Formazione di Brian C. Baker
DePaul University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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 |
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