David Alfred Baratta
Chief Investment Officer at Waypoint Capital Advisors LLC
Profile
David Alfred Baratta is currently the Managing Member & Principal at Waypoint Capital Advisors LLC since 2005.
Prior to this, he worked as a Principal at Wall Street Associates LLC from 1999 to 2006 and as an Executive Vice President at Morgan Grenfell, Inc. from 1994 to 1999.
Baratta holds an MBA from Fordham University, which he received in 1989, and an undergraduate degree from the University of Southern Maine, which he received in 1981.
David Alfred Baratta active positions
Companies | Position | Start |
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Waypoint Capital Advisors LLC
Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Chief Investment Officer | 31/01/2005 |
Former positions of David Alfred Baratta
Companies | Position | End |
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Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Portfolio Manager-Equities | 30/12/2006 |
Morgan Grenfell, Inc. | Corporate Officer/Principal | 31/05/1999 |
Training of David Alfred Baratta
Fordham University | Masters Business Admin |
University of Southern Maine | Undergraduate Degree |
Experiences
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Female
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Linked companies
Private companies | 3 |
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Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Finance |
Morgan Grenfell, Inc. | |
Waypoint Capital Advisors LLC
Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Finance |
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