Warren Patrick Baker
Head-Equity Investments bei Platte River Wealth Advisors LLC
Profil
Mr. Warren P.
Baker, CFA, is a Director of Investment Strategy at Platte River Wealth Advisors LLC.
He focuses on personally investing our clients’ portfolios with the aim of ensuring consistent growth and minimized volatility over time.
Mr. Baker was previously employed as a Senior VP & Senior Portfolio Manager by Wells Fargo Bank, NA.
He received his graduate degree from Daniels College of Business.
Aktive Positionen von Warren Patrick Baker
| Unternehmen | Position | Beginn |
|---|---|---|
Platte River Wealth Advisors LLC
 Platte River Wealth Advisors LLC Investment ManagersFinance Platte River Wealth Advisors LLC (Platte River) is an independent registered investment advisor and wealth management firm headquartered in Louisville, Colorado. The firm was founded by Tyler R. Olsen. Platte River provides investment advice to individuals, high net individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, estates and trusts. | Head-Equity Investments | 01.07.2019 |
Ehemalige bekannte Positionen von Warren Patrick Baker
| Unternehmen | Position | Ende |
|---|---|---|
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Portfolio Manager-Aktien | 01.07.2019 |
Ausbildung von Warren Patrick Baker
| Daniels College of Business | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Finance |
Platte River Wealth Advisors LLC
Platte River Wealth Advisors LLC Investment ManagersFinance Platte River Wealth Advisors LLC (Platte River) is an independent registered investment advisor and wealth management firm headquartered in Louisville, Colorado. The firm was founded by Tyler R. Olsen. Platte River provides investment advice to individuals, high net individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, estates and trusts. | Finance |
