Vestor Capital, LLC
Brian C. Baker Jr. CPA, CFP® is a seasoned financial professional with extensive experience in wealth management and institutional trust services. Since May 2013, Brian has served as a Wealth Management Advisor at Vestor Capital, LLC, where individualized wealth management plans for high net worth individuals and families are created using a holistic approach. Prior to this role, Brian worked at Northern Trust as a Relationship Manager and Senior Account Manager, where responsibilities included managing client relationships, enhancing profitability, and overseeing substantial foundation and endowment assets. Brian began their career as a Branch Manager at Hertz, effectively managing operations for multiple locations. Brian holds an MBA in Financial Analysis from DePaul Driehaus College of Business and a Bachelor of Science in Accounting from Purdue University.
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Vestor Capital, LLC
Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms. Our approach to business is holistic wealth management with the aim of capturing a client’s complete financial life. Our services include investment management, risk management, estate and wealth transfer planning, business succession, and tax planning. We predominately serve high-net-worth individuals and families. At Vestor Capital, we are most proud of our team-based culture, which creates a healthy and engaging growth-oriented work environment. Through our talented people, we have grown to become one of Chicago’s most successful independent firms. If you are interested in learning more about Vestor, please email us at info@vestorcapital.com.