Laird Norton Wetherby
David Baker, CFA is currently the Senior Director of Investment Strategy & Communications at Laird Norton Wetherby. Prior to this, David held the Senior Director position at Laird Norton Wealth Management. David has a background in financial advisory roles at Pacific Capital Resource Group and interned as a Financial Advisor at Morgan Stanley. David holds a degree in Business Administration with a focus on Finance from the University of Washington. In their various roles, David has been responsible for providing investment recommendations, portfolio modeling, and optimization, as well as developing financial strategies tailored to individual and business clients.
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Laird Norton Wetherby
Formed by the merger of Laird Norton Wealth Management and Wetherby Asset Management, Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services. Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world. LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States.