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Matthew Baker Location
United States
Matthew Baker Work
Group Vice President - Investment Counsellors @ (July 2026 - Present)
Director and Chief Compliance Officer @ (January 2024 - July 2026)
Director of Client Service and Financial Advice @ (January 2022 - April 2025)
Group Vice President of Private Client Advice @ (March 2018 - March 2022)
Financial Planning Team Leader and Head of Financial Planning @ (April 2015 - March 2018)
Financial Planning Analyst @ (September 2012 - March 2015)
Financial Planning Associate @ (September 2009 - September 2012)
Intern @ (July 2007 - July 2008)
Matthew Baker Education
Loughborough University
Economics and Business (Hall Chair)
2005-2009
Oundle School 2000-2005
Matthew Baker Skills
Financial Planning
Investments
Portfolio Management
Retirement Planning
Wealth
Asset Management
Leadership
Microsoft Office
Sales
Business Development
Finance
Financial Analysis
Analysis
Business Analysis
Strategy
Marketing
Matthew Baker Summary
Matthew Baker, based in United States, is currently a Group Vice President - Investment Counsellors at Fisher Investments. Matthew Baker brings experience from previous roles at Fisher Investments Europe Limited and Fisher Investments UK. Matthew Baker holds a 2005 - 2009 Economics and Business in Hall Chair @ Loughborough University. With a robust skill set that includes Financial Planning, Investments, Portfolio Management, Retirement Planning, Wealth and more. Matthew Baker has 2 emails on RocketReach.
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