David Baker, CFA

Senior Director, Investment Strategy & Communications & Employee Owner

David works with LNW’s Chief Investment Officer to design and implement LNW’s investment strategy. Specifically, David leads the portfolio modeling process, both for strategic and tactical positioning, including the development of capital market assumptions, portfolio optimization and risk analysis.

David also supports LNW’s manager research process, working closely with LNW sector-specific analysts as they seek out the investment vehicles in both public and private markets best-suited for client portfolios, as well as the ongoing monitoring of such investments. In addition, David produces LNW’s monthly economic summaries and is a key contributor to LNW’s quarterly investment commentaries.

Having worked in wealth management and financial services for nearly 20 years, David brings to his work extensive experience in investment research and analysis, as well as client portfolio management. Prior to joining LNW, he was a financial advisor at Pacific Capital Resource Group.

Designations and Education
  • Chartered Financial Analyst® charterholder
  • B.A. in Business Administration, University of Washington
Personal Passion

Dave loves being outdoors, especially sailing and fishing, and attending college football games. He is a big proponent of lifetime learning, be it via new languages, recipes, or playing guitar.