Ellen Baker

Ellen Baker Email and Phone Number

Expert Fundraiser, Development Professional, Investor Relations, Investor, Philanthropy, Board Member, Investment Professional, Estate Planning, Private Banker, Financial Advisor, MBA, CFP @ Pickwick Capital Partners
united states
Ellen Baker's Location
New York City Metropolitan Area, United States
Ellen Baker's Contact Details
About Ellen Baker

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.

Ellen Baker's Current Company Details
Pickwick Capital Partners

Pickwick Capital Partners

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Expert Fundraiser, Development Professional, Investor Relations, Investor, Philanthropy, Board Member, Investment Professional, Estate Planning, Private Banker, Financial Advisor, MBA, CFP
united states
Employees:
59
Ellen Baker Work Experience Details
  • Baker Aurora Llc, Mba, Cfp
    Founding Partner
    Baker Aurora Llc, Mba, Cfp 2011 - Present
    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 alternative investments and other exciting ideas not normally found on the web. I raise assets both offshore and domestically for Venture Capital, Real Estate (including Opportunity Zones) and Private Equity primarily via family offices and ultra-high net worth investors often referred to me because I utilize a consultative approach and work exclusively with superior managers. I am known as a master "connector", as I am generous with introductions that are helpful to my clients/prospects. Also involved with M&A and working on a $1 Bil mandate to acquire specialty lending companies.Additionally, I have helped with a unique Asset Protection Trust in the UAE for families who are politically exposed and/or sense a geo-political risk to their wealth.FINRA Licenses 7, 66
  • Pickwick Capital Partners
    Managing Director
    Pickwick Capital Partners 2011 - Present
    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 through sophisticated, customized fund placement advisory. Global fund placement services support both open and closed-end funds, as well as direct and club deals. Pickwick’s deep institutional investor network includes consultants, pensions, foundations & endowments, sovereign wealth funds, funds of funds, wealth managers and family offices.Pickwick Capital Partners, LLC is a FINRA-registered Broker/Dealer (www.finra.org) and Member of SIPC.FINRA Licenses 66, 7
  • Lenox Advisors
    Wealth Advisor - Cfp, Mba
    Lenox Advisors 2010 - 2011
    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 for proper asset allocation and established appropriate risk management and gifting plans. Developed aspecialty within the entertainment arena building a strong network of clients involved in theatrical productions. Building on existing client base of family offices and ultra-high net worth individuals, implemented strategies for asset allocation, investment management, estate planning, gifting, and philanthropy to fulfill client goals. Provided a highly organized approach to designing innovative procedures to raise, preserve, protect and service assets. Used leadership to collaborate with staff to properly present concepts to clients. Responded to RFPs and created appropriate tailor-made communication.
  • Wealth Advisory Group Llc
    Wealth Advisor - Cfp, Mba
    Wealth Advisory Group Llc 2008 - 2010
    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 for proper asset allocation and established appropriate risk management and gifting plans. Developed a specialty within the entertainment arena building a strong network of clients involved in theatrical productions.Building on existing client base of family offices and ultra-high net worth individuals, implemented strategies for asset allocation, investment management, estate planning, gifting, and philanthropy to fulfill client goals. Provided a highly organized approach to designing innovative procedures to raise, preserve, protect and service assets. Used leadership to collaborate with staff to properly present concepts to clients. Responded to RFPs and created appropriate tailor-made communication.
  • Td Bank (Formerly Commerce Bank)
    Vice President Private Banking, Cfp, Mba
    Td Bank (Formerly Commerce Bank) 2004 - 2007
    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 classes while creating investment and philanthropic plans to address clients' financial circumstances. Managed the preparation of client reports and investment communication. Invited as speaker on financial topics in various venues including several cruise ships.
  • Morgan Stanley
    Financial Advisor, Cfp, Mba
    Morgan Stanley 1996 - 2004
    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 strategies, creating client investment policy statements, and then implementing the strategy either personally or with open architecture. Created a business plan for Morgan Stanley's use with multi-client family offices. Selected for Morgan Stanley's Mentoring Program and Morgan Stanley's Women's Business Exchange. Participated as a regular expert speaker for AT&T, the Financial Planning Association, various cruise ships and others.
  • Bear Stearns Asset Managment
    Vice President, Cfp, Mba
    Bear Stearns Asset Managment 1994 - 1996
    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 strong and active source of new business and referrals.
  • Ubs (Formerly Swiss Bank Corp.)
    Director Private And Trust Banking, Mba, Cfp
    Ubs (Formerly Swiss Bank Corp.) 1990 - 1994
    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.

Ellen Baker Skills

Investments Alternative Investments Wealth Management Hedge Funds Asset Allocation Private Equity Investment Management Financial Advisory Investment Strategies Asset Management Mutual Funds Portfolio Management Relationship Management Finance Finra Banking Capital Markets High Net Worth Individuals Estate Planning Strategy Life Insurance Risk Management Health Investment Banking Series 7 Private Banking Securities Equities Institutional Investments Wealth Management Services Fixed Income Asset Managment Series 63 Investment Advisory Capital Licensing Fund Of Funds Retirement Planning Financial Services Wealth Bonds Certified Financial Planner Strategic Financial Planning Family Office Financial Planning Cfp

Ellen Baker Education Details

Frequently Asked Questions about Ellen Baker

What company does Ellen Baker work for?

Ellen Baker works for Pickwick Capital Partners

What is Ellen Baker's role at the current company?

Ellen Baker's current role is Expert Fundraiser, Development Professional, Investor Relations, Investor, Philanthropy, Board Member, Investment Professional, Estate Planning, Private Banker, Financial Advisor, MBA, CFP.

What is Ellen Baker's email address?

Ellen Baker's email address is eb****@****ora.com

What is Ellen Baker's direct phone number?

Ellen Baker's direct phone number is +164668*****

What schools did Ellen Baker attend?

Ellen Baker attended Nyu Stern School Of Business.

What are some of Ellen Baker's interests?

Ellen Baker has interest in Riding, Skiing And Napoleonic History, Squash, Tennis, Golf.

What skills is Ellen Baker known for?

Ellen Baker has skills like Investments, Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Private Equity, Investment Management, Financial Advisory, Investment Strategies, Asset Management, Mutual Funds, Portfolio Management.

Who are Ellen Baker's colleagues?

Ellen Baker's colleagues are Charles Steele, James O'higgins, Sandy Jones, Robert Wright, George Sotiropoulos, Ted Akins, Armando Ramirez.

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