Bevin Baker, CEPA, is an experienced financial advisor currently working at CAPTRUST since July 2024, specializing in investment management and financial planning for individuals, institutions, and retirement plans. Previously, Bevin held positions at Fort Pitt Capital Group, focusing on wealth management and retirement plan services, and served as the Manager of Financial Planning at Medallion Wealth Management, where significant growth in financial planning engagements was achieved. Additional roles include a Registered Representative at New York Life Insurance Company, where Bevin received multiple awards for top performance, and various management positions in banking, fostering business development and community engagement. Educational qualifications include leadership training and credit management, highlighting a commitment to continuous professional development.
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