In addition to advising clients, David shares leadership responsibility for investment and business development strategies. His previous experience includes roles at Berents & Hess, Rivendell Capital, Cilluffo Associates LP, PNC Financial, and Lehman Brothers. He is also a member of CFA Society Boston. David joined Wealth Enhancement Group in 2021 through the North American Management merger. David is Chairman of the Board of the Seacoast United Foundation and United Sports Foundation, one of New England’s most active athletic organizations focused on advancing the physical and social well-being of kids and adults through competitive sports. David has been named a FIVE STAR Wealth Man
David Baker
Sr. Vice President & Portfolio Manager
Wealth Enhancement Group
United States, Massachusetts, Boston
About Me
Profile Information
Sr. Vice President & Portfolio Manager
Wealth Enhancement Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
Jun 23, 2025
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