David H. M. Baker

Gestore di Portafoglio-Azioni presso Wealth Enhancement Advisory Services LLC

Finance

Consumer Services

Posizioni attive di David H. M. Baker

Società	Posizione	Inizio	Fine
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.	Gestore di Portafoglio-Azioni	01/04/2021	-

Società	Posizione	Inizio	Fine
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.	Direttore degli Investimenti	01/01/2001	01/01/2017
	Gestore di Portafoglio-Azioni	01/01/2001	01/04/2021
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

Babson College

Undergraduate Degree

Distribuzione geografica

Stati Uniti

Posizioni

Corporate Officer/Principal	2
Portfolio Manager-Equities	2
Chief Investment Officer	1

Settori

Finance	5
Consumer Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Società quotate in Borsa	1
PNC FINANCIAL SERVICES GROUP, INC.	Finance

Aziende private	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