David H. M. Baker

Portefeuillebeheerder-Aandelen bij Wealth Enhancement Advisory Services LLC

Finance

Consumer Services

Actieve functies van David H. M. Baker

Bedrijven	Functie	Begin	Einde
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Portefeuillebeheerder-Aandelen	01-04-2021	-

Bedrijven	Functie	Begin	Einde
North American Management Corp. North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices.	Chief Investment Officer	01-01-2001	01-01-2017
	Portefeuillebeheerder-Aandelen	01-01-2001	01-04-2021
Lehman Brothers Merchant Banking Group Lehman Brothers Merchant Banking Group Investment ManagersFinance Based in New York City, the Lehman Brothers Merchant Banking Group (LBMB) is a division of Lehman Brothers Holdings, Inc. (NYSE: LEH	Corporate Officer/Principal	-	31-12-1997
PNC FINANCIAL SERVICES GROUP, INC.	Corporate Officer/Principal	-	31-12-1997

Babson College

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

Corporate Officer/Principal	2
Portfolio Manager-Equities	2
Chief Investment Officer	1

Sectoraal

Finance	5
Consumer Services	2

Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Beursgenoteerde bedrijven	1
PNC FINANCIAL SERVICES GROUP, INC.	Finance

Bedrijven in privébezit	3
North American Management Corp. North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices.	Finance
Lehman Brothers Merchant Banking Group Lehman Brothers Merchant Banking Group Investment ManagersFinance Based in New York City, the Lehman Brothers Merchant Banking Group (LBMB) is a division of Lehman Brothers Holdings, Inc. (NYSE: LEH	Finance
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Finance