Thomas Baker, Cfa
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Thomas Baker, Cfa Email & Phone Number

Director and Investment Specialist at Envestnet, Inc
Location: Baltimore, Maryland, United States 6 work roles 1 school
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Current company
Role
Director and Investment Specialist
Location
Baltimore, Maryland, United States
Company size

Who is Thomas Baker, Cfa? Overview

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Quick answer

Thomas Baker, Cfa is listed as Director and Investment Specialist at Envestnet, Inc, a company with 2715 employees, based in Baltimore, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Thomas Baker, Cfa.

Thomas Baker, Cfa previously worked as Director/ Investment Specialist at Envestnet, Inc and Senior Investment Advisor at Pnc. Thomas Baker, Cfa holds Bachelor'S Degree, Business Administration And Management, General from Towson University.

Company email context

Email format at Envestnet, Inc

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Envestnet, Inc

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Profile bio

About Thomas Baker, Cfa

Experienced Portfolio Manager with a demonstrated history of working with wealth management, institutional investors and intermediaries. Skilled in Multi-Asset Portfolio Construction & Management, Investment Management, Securities, Business Building and Relationship Management. Strong finance professional graduated from Towson University.

Current workplace

Thomas Baker, Cfa's current company

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Envestnet, Inc
Envestnet, Inc
Director and Investment Specialist
Baltimore, MD, US
Website
Employees
2715
AeroLeads page
6 roles

Thomas Baker, Cfa work experience

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

Director/ Investment Specialist

Current
Jan 2024 - Present

Senior Investment Advisor

Pnc
Jan 2022 - Dec 2023

Senior Portfolio Manager

Aug 2007 - Jun 2021

Portfolio Manager

Mercantile Wealth Management (Acquired By Pnc)

Baltimore, MD

Oct 2001 - Aug 2007
Team & coworkers

Colleagues at Envestnet, Inc

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1 education record

Thomas Baker, Cfa education

FAQ

Frequently asked questions about Thomas Baker, Cfa

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

What company does Thomas Baker, Cfa work for?

Thomas Baker, Cfa works for Envestnet, Inc.

What is Thomas Baker, Cfa's role at Envestnet, Inc?

Thomas Baker, Cfa is listed as Director and Investment Specialist at Envestnet, Inc.

Where is Thomas Baker, Cfa based?

Thomas Baker, Cfa is based in Baltimore, Maryland, United States while working with Envestnet, Inc.

What companies has Thomas Baker, Cfa worked for?

Thomas Baker, Cfa has worked for Envestnet, Inc, Pnc, Wealth Advisors Group, Llc, Blackrock, and Mercantile Wealth Management (Acquired By Pnc).

Who are Thomas Baker, Cfa's colleagues at Envestnet, Inc?

Thomas Baker, Cfa's colleagues at Envestnet, Inc include Arya Krishnan, Tom Jose, Viggy Mokkarala, Donald Falk, and Karolina Sileikaite.

How can I contact Thomas Baker, Cfa?

You can use AeroLeads to view verified contact signals for Thomas Baker, Cfa at Envestnet, Inc, including work email, phone, and LinkedIn data when available.

What schools did Thomas Baker, Cfa attend?

Thomas Baker, Cfa holds Bachelor'S Degree, Business Administration And Management, General from Towson University.

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