David Baker, CFA

Experience

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  Morgan Stanley

  Mar 2004 - Jun 2004

  Financial Advisor Intern

  Assisted in the preparation of investment management proposals.First point in the marketing effort, gathered prospect leads, marketed prospecting seminars and aided in seminar development.Developed and maintained marketing databases.

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  Pacific Capital Resource Group

  Jun 2004 - Mar 2006

  Financial Advisor

  Recommended financial strategies customized to fit the goals of individual and business clients in terms of retirement, estate planning, college funding, employee benefits and business succession.Invested and managed balanced portfolios designed to take advantage of market developments and provide superior risk and return to clients.Recommended wide variety of insurance products including, life, annuities, disability and long-term care insurance.Provided value added service with financial needs analysis and maintained client relationships with personal investment reviews.Developed business plan and marketing program to grow the firm's client base. Show less

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  Laird Norton Wealth Management

  Mar 2006 - Jan 2024

  Responsible for providing recommendations to the Chief Investment Officer with regard to the design and implementation of investment strategy. Chair of the Investment Strategy Committee which guides the firm's Investment Strategy and Research function.Leading the strategic and tactical portfolio modeling process including the development of capital market assumptions, portfolio optimization, Monte Carlo analysis, and downside risk analysis.Analyzing and reporting on developments within the asset classes of taxable and tax-exempt fixed income. Performing manager due diligence and monitoring of mutual funds, separate account managers and limited partnerships including on site visits.Authoring monthly market and economic commentary as well as contributing to quarterly asset class reviews and outlook.Surveying the capital markets to identify industry trends/events and developing information resources, talking points, and opinions in response. Show less Responsible for providing recommendations to the Chief Investment Officer with regard to the design and implementation of investment strategy. Contributing to the strategic and tactical portfolio modeling process including the development of capital market assumptions, portfolio optimization, Monte Carlo analysis, and downside risk analysis.Analyzing and reporting on developments within asset classes of expertise: Taxable and Tax-Exempt Fixed Income, U.S. Equities, Real Estate and REITs, and Natural Resources. Performing manager due diligence and monitoring of mutual funds, separate account managers and limited partnerships including on site visits.Authoring monthly market and economic commentary as well as contributing to quarterly asset class reviews and outlook.Surveying the capital markets to identify industry trends/events and developing information resources, talking points, and opinions in response. Show less Responsible for supporting the Chief Investment Officer with regard to the design and implementation of investment strategy. Contributing to portfolio modeling and optimization processes. Contributing to the development and maintenance of capital market assumptions. Analyzing and reporting on developments within asset classes of expertise: Taxable and Tax-Exempt Fixed Income, U.S. Equities, Real Estate and REITs, and Natural Resources. Performing manager due diligence and monitoring of mutual funds, separate account managers and limited partnerships including on site visits.Authoring monthly market and economic commentary as well as contributing to quarterly asset class reviews and outlook.Surveying the capital markets to identify industry trends/events and developing information resources, talking points, and opinions in response. Show less

  • Senior Director, Investment Strategy & Research

    Jul 2015 - Jan 2024

  • Sr Investment Analyst

    Aug 2013 - Jul 2015

  • Investment Analyst

    Mar 2006 - Aug 2013
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  Laird Norton Wetherby

  Jan 2024 - now

  Senior Director Investment Strategy & Communications