Daniel Baker

Research Analyst at Harbor Investment Advisory

Daniel Baker, CIMA®, is currently working as a Research Analyst at Harbor Investment Advisory since July 2022. Prior to this role, Daniel was an Investment Analyst at BFG Financial Advisors from June 2018 to February 2022. Daniel has experience managing equity and fixed income portfolios, advising on sector changes based on market conditions, and providing performance updates to advisors. Daniel also has a background in investment operations, preparing investment-related forms and generating performance reports. Daniel holds a Bachelor’s Degree in Economics and Finance from Miami University.

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Timeline

  • Research Analyst

    July, 2022 - present