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@bakeraurora.com
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3 phones found area 646 and 212
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Ellen Baker is listed as Expert Fundraiser, Development Professional, Investor Relations, Investor, Philanthropy, Board Member, Investment Professional, Estate Planning, Private Banker, Financial Advisor, MBA, CFP at Pickwick Capital Partners, a company with 59 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at bakeraurora.com, phone signal with area code 646, 212, and a matched LinkedIn profile for Ellen Baker.
Ellen Baker previously worked as Founding Partner at Baker Aurora Llc, Mba, Cfp and Managing Director at Pickwick Capital Partners. Ellen Baker holds Mba, Finance from Nyu Stern School Of Business.
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AeroLeads found 1 current-domain work email signal for Ellen Baker. Compare company email patterns before reaching out.
As the founding partner of Baker Aurora LLC, I consult to UHNW Individuals and family offices. I specialize in introducing alternative investments, leveraging my years of banking/investment expertise which includes experience with venture capital, private equity, real estate, estate planning, asset protection trusts and opportunity zones. My firm has been nominated four times by Institutional Investors' Private Asset Management Awards as the “Best Family Office Consulting Firm” for our exclusive and consultative approach to raising assets for superior fund managers, both offshore and domestically.I earned the CFP credential early in my career and held various board positions with the local chapter, ultimately becoming the President-elect. All that said, I have a strong background in private wealth management, having worked with family offices and ultra-high net worth individuals at various firms, including Morgan Stanley, Bear Stearns, Swiss Bank Corp. and Lehman Brothers. I have successfully helped several start-up VCs with their raises; some of which had multiple unicorns.I am passionate about philanthropy and have served on various boards and committees, teaching board governance and solving financial problems for non-profit organizations. Recently, I joined the Executive Committee of The Baryshnikov Arts Center in NYC. I am registered with the NYSE/NASD with Series 7 and 66 licenses, which are held by Pickwick Capital Partners, my broker/dealer.
Listed skills include Investments, Alternative Investments, Wealth Management, Hedge Funds, and 42 others.
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New York City And Litchfield, CT
Fund Raising and Development expert dealing with family offices and high net worth individuals. Nominated four years in a row by Institutional Investors' Private Asset Management Awards as the “Best Family Office Consulting Firm”. My consulting capabilities and knowledge of financial planning enables me to specialize in introductions to appropriate.
NYC Area
Managing DirectorPickwick Capital Partners, LLC help complete high-priority transactions for exceptional middle-market companies and leading alternative investment funds. Investment banking expertise enables clients to achieve their M&A and capital-raising objectives.Pickwick assists alternative investment funds with their capital-raising requirements.
New York City
Responsibilities -Recruited to utilize my contacts, which consisted of over 100 referral sources/centers of influence (attorneys and CPAs), 12 multi-billionaire families and several thousand more active relationships built throughout my career as an expert financial planner to provide investment and wealth management/advice. Designed investment strategies.
New York City
Responsibilities -Recruited to utilize my contacts, which consisted of over 100 referral sources/centers of influence (attorneys and CPAs), 12 multi-billionaire families and several thousand more active relationships built throughout my career as an expert financial planner to provide investment and wealth management/advice. Designed investment strategies.
New York, New York
Recruited to help create a superior private banking team in NYC using marketing and relationship management skill set. Served as the relationship manager for high-net-worth individuals, family offices and institutions, designed innovated approaches to raise, preserve, service and grow assets. Provided asset allocation recommendations across all asset.
New York, New York
Self-sourced an investment management business in excess of $200 million from high and ultra-high net worth individuals. Sourced many clients originally from the Forbes 400 and then their CPAs and attorneys referred others. Booked jumbo loans, including the largest mortgage ever booked at Morgan Stanley. Specialized in designing asset allocation.
New York, New York
Marketed, sold, and served as relationship manager for a client base of high-net-worth individuals, family offices and institutions. Prepared and presented RFPs. Built strong relationships with senior officers of over a dozen Fortune 500 Companies and Forbes 400 families, resulting in new business for the firm. These relationships have continued to be a.
New York, New York
Marketed, sold and served as relationship manager for client base of high net worth individuals, family offices and institutions. Prepared and presented RFPs. Built strong relationships with senior officers of over a dozen Fortune 500 Companies and Forbes 400 families, resulting in new business for the firm of nearly $1 Bil.
Other employees you can reach at pickwickcapital.com. View company contacts for 59 employees →
Richard Pleffner
Colleague at Pickwick Capital PartnersWest Chatham, Massachusetts, United States, United States
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Mark Mitchell
Colleague at Pickwick Capital PartnersNew York, New York, United States, United States
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Armando Ramirez
Colleague at Pickwick Capital PartnersGreater Cleveland, United States
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George Sotiropoulos
Colleague at Pickwick Capital PartnersNew York City Metropolitan Area, United States
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Charles Steele
Colleague at Pickwick Capital PartnersNew York, New York, United States, United States
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Alejandro Barriera
Colleague at Pickwick Capital PartnersGreenwich, Connecticut, United States, United States
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Sandy Jones
Colleague at Pickwick Capital PartnersOrange County, California, United States, United States
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Martha Logan
Colleague at Pickwick Capital PartnersBloomfield, New Jersey, United States, United States
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David Lance Alvarez
Colleague at Pickwick Capital PartnersNew York City Metropolitan Area, United States
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James O'Higgins
Colleague at Pickwick Capital PartnersNew York, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Ellen Baker works for Pickwick Capital Partners.
Ellen Baker is listed as Expert Fundraiser, Development Professional, Investor Relations, Investor, Philanthropy, Board Member, Investment Professional, Estate Planning, Private Banker, Financial Advisor, MBA, CFP at Pickwick Capital Partners.
AeroLeads has found 1 work email signal at @bakeraurora.com for Ellen Baker at Pickwick Capital Partners.
AeroLeads has found 3 phone signal(s) with area code 646, 212 for Ellen Baker at Pickwick Capital Partners.
Ellen Baker is based in New York City Metropolitan Area, United States, United States while working with Pickwick Capital Partners.
Ellen Baker has worked for Baker Aurora Llc, Mba, Cfp, Pickwick Capital Partners, Lenox Advisors, Wealth Advisory Group Llc, and Td Bank (Formerly Commerce Bank).
Ellen Baker's colleagues at Pickwick Capital Partners include Richard Pleffner, Mark Mitchell, Armando Ramirez, George Sotiropoulos, and Charles Steele.
You can use AeroLeads to view verified contact signals for Ellen Baker at Pickwick Capital Partners, including work email, phone, and LinkedIn data when available.
Ellen Baker holds Mba, Finance from Nyu Stern School Of Business.
Ellen Baker is listed with skills including Investments, Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Private Equity, Investment Management, and Financial Advisory.
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