Tom Baker
Fondateur chez Blue Oak Capital LLC
Profil
Mr. Thomas A.
Baker, CFA, is a Partner at Blue Oak Capital LLC.
Prior to forming Blue Oak, he started his own investment advisory business, which became the foundation for Blue Oak.
Prior to that, he was a portfolio manager at a San Francisco investment advisory firm with over $400 million in private client assets.
He has 25 years of experience in the investment management industry and have also worked as a tax accountant at Arthur Andersen & Co. and on the trading floor of the Chicago Options Exchange.
He received my B.A.
in Economics and English from the University of Michigan and earned both a J.D.
and MBA from Santa Clara University.
In addition to being a member of the California State Bar, he also a member of the CFA Institute and the CFA Society of San Francisco.
Postes actifs de Tom Baker
| Sociétés | Poste | Début |
|---|---|---|
Blue Oak Capital LLC
 Blue Oak Capital LLC Investment ManagersFinance Blue Oak Capital LLC (Blue Oak) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 1999 by Thomas Baker and Loren Walden. Blue Oak provides wealth management services to a select group of individuals, families, and trusts. | Fondateur | 01/04/1999 |
Anciens postes connus de Tom Baker
| Sociétés | Poste | Fin |
|---|---|---|
| Baker Investment Group LLC | Corporate Officer/Principal | 31/03/1999 |
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Analyst-Equity | 31/12/1998 |
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Corporate Officer/Principal | 31/12/1996 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 31/12/1993 |
Formation de Tom Baker
| Santa Clara University | Graduate Degree |
| University of Michigan | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Finance |
| Baker Investment Group LLC | Finance |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Blue Oak Capital LLC
Blue Oak Capital LLC Investment ManagersFinance Blue Oak Capital LLC (Blue Oak) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 1999 by Thomas Baker and Loren Walden. Blue Oak provides wealth management services to a select group of individuals, families, and trusts. | Finance |
