Jonathan Baker

Jonathan Baker is an experienced financial professional currently serving as Associate Partner in Investments at Corient since August 2023. Prior to this role, Baker was a Wealth Advisor and Research Director at CI BDF Private Wealth from April 2016 to July 2023. Baker's career began with positions such as Manager of Mergers & Acquisitions Tax at RSM US LLP and Senior Accountant for Tax and Valuation at Eckhoff Accountancy Corporation. Baker also has experience as a Business Operations Manager at Atalanta Partners and as an Attorney at K&L Gates. Academic credentials include an LLM in Taxation and a Juris Doctor from the University of San Diego School of Law, as well as a BA in Economics and History from the University of Washington.