Scott T. Baker

Mr. Baker is an 18-year veteran of the wealth management industry, holding previous roles as head of strategic planning for Goldman Sachs’ Wealth Management division, business unit head of Morgan Stanley’s Alternative Investment Group, and leader of Citigroup’s Business and Executive Solutions Operating Group.  Over his career, Mr. Baker has advised many of the nation’s wealthiest families in the areas of wealth transfer planning, portfolio construction, and investment management.

Mr. Baker received a BS in Finance from Babson College, an MBA from the Amos Tuck School at Dartmouth and holds both the Chartered Financial Analyst and Certified Financial Planner designations.