David Baratta Email & Phone Number
Senior Partner, Regis Group @ Mercer Advisors
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David Baratta Location
- Phoenix, AZ, US
David Baratta Work
- 2024 -now Senior Partner, Regis Group @
- 2023 -2024 Co-Chairman @ Waypoint Capital Advisors, LLC
- 2005 -2023 Managing Member and Principal @ Waypoint Capital Advisors, LLC
- now Managing Member and Principal @ Waypoint Capital Advisors, LLC
- 1999 -2005 Principal @ Wall Street Associates, LLC
- 1994 -1999 Portfolio Manager @ EVP Morgan Grenfell Asset Mgmt
- 1991 -1994 Partner @ BEM Management
- 1989 -1991 Portfolio Manager @ AIG Global Investors
- 1987 -1989 Portfolio Manager @ Shearson, Lehman, Hutton Mgmt
- 1983 -1987 Research Analyst @ L.F. Rothschild
- 1981 -1983 Research Analyst @ E.F. Hutton
David Baratta Education
- Fordham University
Master of Business Administration - MBA (Finance)
1989 - University of Southern Maine
Bachelor's of Science (Economics)
1981
David Baratta Summary
- David Baratta, based in Phoenix, AZ, US, is currently a Senior Partner, Regis Group at Mercer Advisors. David Baratta brings experience from previous roles at Waypoint Capital Advisors, LLC and Wall Street Associates, LLC. David Baratta holds a Master of Business Administration - MBA in Finance @ Fordham University. David Baratta has 4 emails and 4 mobile phone numbers on RocketReach.
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