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Simon Baker

Founder & CEO BakerAvenue Wealth Management & Family Office
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Email: ****@****.***
LinkedIn: Simon Baker
Location: San Francisco, California, United States
Current employer:
BakerAvenue Wealth Management & Family Office
Current title:
Founder & CEO
Last updated: 21/05/2026 01:16 AM
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About

Simon Baker is from San Francisco, California, United States. Simon is currently Founder & CEO at BakerAvenue Wealth Management & Family Office, located in Headquartered In San Francisco- offices in NYC, Dallas & Seattle. Simon also works as Founder & CEO at BakerAvenue Wealth Management & Family Office, a job Simon has held since Oct 2004. In Simon's previous role as a Co-Founder & CEO at Great Gable Partners, Simon worked in San Francisco until Dec 2012. Prior to joining Great Gable Partners, Simon was a Managing Director at Credit Suisse (CSFB) and held the position of Managing Director. Prior to that, Simon was a Director-Private Client Group at Donaldson, Lufkin & Jenrette (DLJ) from Jan 1996 to Jan 2000. Simon started working as Wealth Manager at Dean Witter Reynolds in May 1994.

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Simon Baker's current jobs
Company: BakerAvenue Wealth Management & Family Office
Title: Founder & CEO
Period: Oct 2004 - Present (21 years, 8 months)
Location: Headquartered In San Francisco- offices in NYC, Dallas & Seattle
Company: BakerAvenue Wealth Management & Family Office
Title: Founder & CEO
Period: Oct 2004 - Present (21 years, 8 months)
Location: Headquartered In San Francisco - offices in NYC and Dallas & Seattle
Simon Baker's past jobs
Company: Great Gable Partners
Title: Co-Founder & CEO
Period: Oct 2004 - Dec 2012 (8 years, 2 months)
Location: San Francisco
Title: Managing Director
Period: Feb 2000 - Sep 2004 (4 years, 7 months)
Company: Donaldson, Lufkin & Jenrette (DLJ)
Title: Director-Private Client Group
Period: Jan 1996 - Jan 2000 (4 years)
Company: Dean Witter Reynolds
Title: Wealth Manager
Period: May 1994 - Jun 1996 (2 years, 1 month)
Simon Baker's education
Hartwick College
Bachelor of Arts (B.A.)
1989 - 1993
Simon Baker's top skills
Asset Allocation Tactical Planning Entrepreneurship High Net Worth Individuals Wealth Management Investments Tactical Asset Allocation Affluent Portfolio Management Wealth Preservation Planning Investment Advisory Financial Modeling Hedge Funds Financial Services Retirement Planning Registered Investment Advisor Estate Planning Capital Markets Strategic Financial Planning Succession Planning
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