Brian Christian Baker
Founder at Baker Ellis Asset Management LLC
Profile
Mr. Brian C.
Baker, CFA, is a Co-Founder, Partner & Portfolio Manager at Baker Ellis Asset Management LLC.
Prior to co-founding Baker Ellis in March 2002, he conducted proprietary trading and market-making operations for Wilson Davis and Co. He began his investment career as a registered representative of Bidwell & Co. He is an investment professional for nearly three decades.
He earned his bachelor’s degree from UC California at Berkeley in 1987 and later was awarded the Chartered Financial Analyst designation.
He is a member of the Portland Society of Financial Analysts.
Brian Christian Baker active positions
| Companies | Position | Start |
|---|---|---|
Baker Ellis Asset Management LLC
 Baker Ellis Asset Management LLC Investment ManagersFinance Baker Ellis Asset Management LLC (BEAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Vancouver, Washington. The firm was founded by Brian Baker and Barnes Ellis in 2002. BEAM manages investment accounts for individuals, trusts, businesses, and foundations. | Founder | 28/02/2002 |
Former positions of Brian Christian Baker
| Companies | Position | End |
|---|---|---|
Wilson-Davis & Co., Inc.
 Wilson-Davis & Co., Inc. Investment Banks/BrokersFinance Wilson-Davis & Co., Inc. provides securities brokerage services. The company was founded in 1968 and is located in Salt Lake City, UT | Corporate Officer/Principal | 30/12/2001 |
Bidwell & Co.
 Bidwell & Co. Investment Banks/BrokersFinance Part of The Charles Schwab Corp., Bidwell & Co. is a company that provides online trading and brokerage services. The company is based in Portland, OR. The company was founded by H. Gerald Bidwell. Bidwell was acquired by Ameritrade Holding Corp. on January 05, 2004. | Corporate Officer/Principal | - |
Training of Brian Christian Baker
| University of California, Berkeley | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wilson-Davis & Co., Inc.
Wilson-Davis & Co., Inc. Investment Banks/BrokersFinance Wilson-Davis & Co., Inc. provides securities brokerage services. The company was founded in 1968 and is located in Salt Lake City, UT | Finance |
Baker Ellis Asset Management LLC
Baker Ellis Asset Management LLC Investment ManagersFinance Baker Ellis Asset Management LLC (BEAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Vancouver, Washington. The firm was founded by Brian Baker and Barnes Ellis in 2002. BEAM manages investment accounts for individuals, trusts, businesses, and foundations. | Finance |
Bidwell & Co.
Bidwell & Co. Investment Banks/BrokersFinance Part of The Charles Schwab Corp., Bidwell & Co. is a company that provides online trading and brokerage services. The company is based in Portland, OR. The company was founded by H. Gerald Bidwell. Bidwell was acquired by Ameritrade Holding Corp. on January 05, 2004. | Finance |
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