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David Charles Baker
Analyst-Equity bei
Laird Norton Wetherby Wealth Management LLC
Profil
Mr. David C.
Baker, CFA, is a Senior Director of Investment Strategy & Communications at Laird Norton Wetherby Wealth Management LLC.
He works with the firm’s Chief Investment Officer to design and implement LNW’s investment strategy.
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 supports the firm’s manager research process, working closely with LNW sector-specific analysts as they seek out the investment vehicles in both public and private markets best-suited for client portfolios, as well as the ongoing monitoring of such investments.
In addition, he produces LNW’s monthly economic summaries and is a key contributor to LNW’s quarterly investment commentaries.
Having worked in wealth management and financial services for nearly 20 years.
Prior to joining the firm, Mr. Baker was a Financial Advisor at Pacific Capital Resource Group.
He received his B.A. in Business Administration from University of Washington.
Aktive Positionen von David Charles Baker
| Unternehmen | Position | Beginn |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Analyst-Equity | 18.11.2025 |
Ehemalige bekannte Positionen von David Charles Baker
| Unternehmen | Position | Ende |
|---|---|---|
Laird Norton Wealth Management LLC
 Laird Norton Wealth Management LLC Investment ManagersFinance LNW develops asset allocation strategies that focus on risk management through their research of capital markets and macroeconomic trends. The firm's investment process begins with a combination of top-down and bottom-up analysis of stocks with a focus on growth sectors. They seek to identify companies with quality management teams, low P/E ratios, sound balance sheets and above-average earnings per share growth. Sector percentages are determined on a top-down basis and change as fundamental valuations warrant. | Direktor der Forschung - Eigenkapital | 18.11.2025 |
Ausbildung von David Charles Baker
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
82
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance LNW develops asset allocation strategies that focus on risk management through their research of capital markets and macroeconomic trends. The firm's investment process begins with a combination of top-down and bottom-up analysis of stocks with a focus on growth sectors. They seek to identify companies with quality management teams, low P/E ratios, sound balance sheets and above-average earnings per share growth. Sector percentages are determined on a top-down basis and change as fundamental valuations warrant. | Finance |
