AeroLeads people directory · profile

James Baka Email & Phone Number

Family Business Consultant at James Advisory Services, LLC
Location: Mequon, Wisconsin, United States 8 work roles 2 schools
3 work emails found @vistage.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails

Work email j****@vistage.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Family Business Consultant
Location
Mequon, Wisconsin, United States
Company size

Who is James Baka? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

James Baka is listed as Family Business Consultant at James Advisory Services, LLC, a with 1974 employees, based in Mequon, Wisconsin, United States. AeroLeads shows a work email signal at vistage.com and a matched LinkedIn profile for James Baka.

James Baka previously worked as Chairman at Vistage Worldwide, Inc. and Senior Vice President & Managing Director, Corporate Banking - Wisconsin Market at Pnc Bank. James Baka holds Mba, Business/Finance from Depaul University.

Company email context

Email format at James Advisory Services, LLC

This section adds company-level context without repeating James Baka's masked contact details.

jbaka@vistage.com
85% confidence

AeroLeads found 3 current-domain work email signals for James Baka. Compare company email patterns before reaching out.

Profile bio

About James Baka

My career spans over 40 years of building businesses and/or re-engineering underperforming business units. My career includes senior executive roles with privately held companies and with various global financial services organizations. Working with private companies (retired), I have served in CEO, COO and CFO roles. In the financial services sector (retired), I have served as a senior executive corporate banker at various global banks. Currently I'm a Vistage Chairman and focus working with next generation (NextGen) members who aspire to be the next family business CEO, COO leader. I'm also the Founder and Chairman of Family Business Leadership Partners.I'm also a adjunct professor at both Concordia University Wisconsin and Mount Mary University.I'm also an Economic Development Board member and on the Planning Commission for Mequon, WI.I also consult with privately owned companies regarding family business issues, challenges and opportunities. I work with both the CEO and the next generation family member leaders I'm a graduate of DePaul University, Chicago with both a BSC and MBA degree. I'm a US Army veteran.

Listed skills include Financial Analysis, Credit, Mergers, Commercial Lending, and 20 others.

Current workplace

James Baka's current company

Company context helps verify the profile and gives searchers a useful next step.

James Advisory Services, LLC
James Advisory Services, Llc
Family Business Consultant
Mequon, WI, US
Website
Employees
1974
AeroLeads page
8 roles

James Baka work experience

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

Family Business Consultant

James Advisory Services, Llc

Mequon, Wi, Us

Chairman

Current

Brookfield, Wi

The Vistage NextGen program is in a growth phase and it is critical that it elaborates on the group makeup and candidacy. In the past, NextGen was primarily focused on just a family member (son or daughter) who was slated as the next CEO or COO, possibly within the next 5 to 10 years or so. NextGen was to groom them for this near term position. Vistage now needs to go a step further. Jim Baka has a NextGen group primarily made up of young heirs of family businesses (late 20’s to mid 40"s). In saying this, the parent has a way to go before retirement and their son or daughter may or may not take over the CEO position in the very near future. As such, Vistage NextGen is now offered to future potential business leaders including family members, in-laws and possibly anyone who the CEO feels could benefit and grow into a leadership position. Maybe there is someone in their company with great potential to include even a niece or nephew who needs the opportunity to have the reigns loosen a little. Since 1957, Vistage has had a mission to increase the effectiveness and enhance the lives of CEO’s and Next Generation leaders. It is an international organization with more than 19,000 members in 17 countries worldwide; Vistage Midwest has 57 groups and over 750 members in Wisconsin and Western Being a Vistage NextGen member gives the member a competitive edge and increases the member's effectiveness to help outperform their colleagues by being better leaders, making better decisions, being able to better understand and practice accountability, growing both professionally and personally, and overall getting better results. Given the above, I would appreciate any introductions to company’s that have next generation leaders that could benefit from the Vistage NextGen experience. Please contact me at james.llc@gmail.com.

Nov 2014 - Present

Family Business Consultant

Current
James Advisory Services, Llc

Mequon, Wi

My Family Business consulting focuses on strategic planning, family management development, family boards/councils, building family teams, family business conflict resolution, family members individual coaching and succession.

Jan 2010 - Present

Senior Vice President & Managing Director, Corporate Banking - Wisconsin Market

Jan 2010 - Dec 2011

Sr. V.P., Cfo & Board Director

Menomonee Falls, Wisconsin

Jan 2004 - Dec 2009

Sr. Vice President & Cfo

Jan 1991 - Jun 1995

Senior Managing Director

Chicago, Illinois, United States

Jan 1975 - Jun 1985
Team & coworkers

Colleagues at James Advisory Services, LLC

Other employees you can reach at vistage.com. View company contacts for 1974 employees →

2 education records

James Baka education

FAQ

Frequently asked questions about James Baka

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

What company does James Baka work for?

James Baka works for James Advisory Services, LLC.

What is James Baka's role at James Advisory Services, LLC?

James Baka is listed as Family Business Consultant at James Advisory Services, LLC.

What is James Baka's email address?

AeroLeads has found 3 work email signals at @vistage.com for James Baka at James Advisory Services, LLC.

Where is James Baka based?

James Baka is based in Mequon, Wisconsin, United States while working with James Advisory Services, LLC.

What companies has James Baka worked for?

James Baka has worked for James Advisory Services, Llc, Vistage Worldwide, Inc., Pnc Bank, Alto Shaam, and Bank Of America.

Who are James Baka's colleagues at James Advisory Services, LLC?

James Baka's colleagues at James Advisory Services, LLC include Teresa Bartels, Alan Sorkin, Ouahid Nom, Cyrus Alpha, and Vicychauhan Chauhan.

How can I contact James Baka?

You can use AeroLeads to view verified contact signals for James Baka at James Advisory Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did James Baka attend?

James Baka holds Mba, Business/Finance from Depaul University.

What skills is James Baka known for?

James Baka is listed with skills including Financial Analysis, Credit, Mergers, Commercial Lending, Banking, Treasury Management, Loans, and Mergers And Acquisitions.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the James Baka you were looking for.

View similar profiles