Scott T. Baker, CFA, CFP®

President

Mr. Baker is a 20-plus 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 and most complex families in the areas of wealth transfer planning, estate structuring, philanthropy, and investment portfolio construction and management.

Mr. Baker is also co-founder and chairman of the New Hampshire Trust Council, an industry group which facilitates and fosters dialogue between industry practitioners and the state’s legislature and Banking Department to bring about continued improvement in the state’strust statutes.

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