Brian C. Baker, Jr., CPA, CFP®

Brian joined Vestor Capital in 2013 as a Wealth Management Advisor. He provides a broad range of sophisticated financial counseling services to high net worth individuals and families by providing them with individualized wealth management plans. As with all of Vestor’s clients, Brian applies a holistic approach to portfolios and covers areas including investment management, retirement, estate, tax considerations and risk management. Brian holds the Certified Public Accountant designation and the CERTIFIED FINANCIAL PLANNER™ designation.

Prior to joining Vestor Capital, he served as a Relationship Manager in the Corporate and Institutional Services division at The Northern Trust Company. Brian studied Accounting at Purdue University, receiving his B.S. degree, and an M.B.A from DePaul University. When not in the office, Brian enjoys spending time playing golf, paddle tennis, sailing, and spending time with his wife and four children.

Professional Licenses: Series 66, CPA, CFP®