Daniel Baker, Cima®
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Daniel Baker, Cima® Email & Phone Number

Research Analyst at Harbor Investment Advisory
Location: Towson, Maryland, United States 4 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Harbor Investment Advisory
Role
Research Analyst
Location
Towson, Maryland, United States

Who is Daniel Baker, Cima®? Overview

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Quick answer

Daniel Baker, Cima® is listed as Research Analyst at Harbor Investment Advisory, based in Towson, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Daniel Baker, Cima®.

Daniel Baker, Cima® previously worked as Investment Analyst at Bfg Financial Advisors and Investment Operations Associate at Bfg Financial Advisors. Daniel Baker, Cima® holds Bachelor’S Degree, Economics, Finance from Miami University.

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Email format at Harbor Investment Advisory

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Harbor Investment Advisory

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About Daniel Baker, Cima®

Certifications / Licenses - Completed CFA Levels: I & II- Series 7, 63, 65- CIMA®

Current workplace

Daniel Baker, Cima®'s current company

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Harbor Investment Advisory
Harbor Investment Advisory
Research Analyst
Towson, MD, US
Website
harborinvestmentadvisory.com
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4 roles

Daniel Baker, Cima® work experience

A career timeline built from the work history available for this profile.

Investment Analyst

Bfg Financial Advisors

- Investment committee member- Manage equity and fixed income portfolios using benchmarks to allow for tacticalallocations- Manage portfolios / funds; advise on sector changes/rebalances based on market andeconomic conditions- Use a core and satellite approach for designing portfolios with active and passive funds- Employ a tactical approach for equity and.

Dec 2020 - Feb 2022

Investment Operations Associate

Bfg Financial Advisors

Baltimore, Maryland Area

- Prepare and process investment account applications, proposals and otherinvestment-related forms- Generate performance reports, transactions, account summaries for client meetings

Jun 2018 - Dec 2020
Team & coworkers

Colleagues at Harbor Investment Advisory

Other employees you can reach at harborinvestmentadvisory.com. View company contacts →

JW Jennifer Winslow Jennifer Winslow Colleague at Harbor Investment Advisory Baltimore, Maryland, United States, United States View → JW Jessie Willinghan, Crpc® Jessie Willinghan, Crpc® Colleague at Harbor Investment Advisory Baltimore, Maryland, United States, United States View → RR Ryan R. Cuomo Ryan R. Cuomo Colleague at Harbor Investment Advisory Baltimore, Maryland, United States, United States View → KK Katrina Kunkler Katrina Kunkler Colleague at Harbor Investment Advisory Baltimore, Maryland, United States, United States View → MN Matthew Novak, Cfp® Matthew Novak, Cfp® Colleague at Harbor Investment Advisory Baltimore, Maryland, United States, United States View → SH Scott Hahn, Cfp®, Crps® Scott Hahn, Cfp®, Crps® Colleague at Harbor Investment Advisory Hampstead, Maryland, United States, United States View → PB Patrick Boykin Patrick Boykin Colleague at Harbor Investment Advisory Lutherville-Timonium, Maryland, United States, United States View → PM Peter Marchineck Peter Marchineck Colleague at Harbor Investment Advisory Washington DC-Baltimore Area, United States View → ZR Zandy Rainold Zandy Rainold Colleague at Harbor Investment Advisory Washington DC-Baltimore Area, United States View → JO Jonathan Osmun Jonathan Osmun Colleague at Harbor Investment Advisory Baltimore, Maryland, United States, United States View →
2 education records

Daniel Baker, Cima® education

High School

The Boys' Latin School Of Maryland
FAQ

Frequently asked questions about Daniel Baker, Cima®

Quick answers generated from the profile data available on this page.

What company does Daniel Baker, Cima® work for?

Daniel Baker, Cima® works for Harbor Investment Advisory.

What is Daniel Baker, Cima®'s role at Harbor Investment Advisory?

Daniel Baker, Cima® is listed as Research Analyst at Harbor Investment Advisory.

Where is Daniel Baker, Cima® based?

Daniel Baker, Cima® is based in Towson, Maryland, United States while working with Harbor Investment Advisory.

What companies has Daniel Baker, Cima® worked for?

Daniel Baker, Cima® has worked for Harbor Investment Advisory and Bfg Financial Advisors.

Who are Daniel Baker, Cima®'s colleagues at Harbor Investment Advisory?

Daniel Baker, Cima®'s colleagues at Harbor Investment Advisory include Jennifer Winslow, Jessie Willinghan, Crpc®, Ryan R. Cuomo, Katrina Kunkler, and Matthew Novak, Cfp®.

How can I contact Daniel Baker, Cima®?

You can use AeroLeads to view verified contact signals for Daniel Baker, Cima® at Harbor Investment Advisory, including work email, phone, and LinkedIn data when available.

What schools did Daniel Baker, Cima® attend?

Daniel Baker, Cima® holds Bachelor’S Degree, Economics, Finance from Miami University.

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