Brian Baker
Business Development | Alternative Investment Specialist | Portfolio Management
- Role
- Capital Advisor at Blue Bridge Financial, Inc.
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Brian Baker
An accomplished Senior Level Business Development Professional with extensive experience…
Experience
Capital Advisor
Feb 2025 — Present · Houston, TX, US
At Blue Bridge Financial, I play a key role in driving capital formation and expanding our presence within the alternative investment space. My responsibilities include:* Raising capital for the Blue Bridge Financial Pref-C private credit offering, focusing on independent financial advisors and RIA networks.* Managing National Accounts efforts by securing selling agreements and enhancing Blue Bridge’s visibility and availability on leading wealth management and advisor platforms.*Representing Blue Bridge at industry conferences and broker-dealer events, helping elevate our brand and foster new distribution relationships.* Educating financial advisors on private credit strategies and Regulation D alternative investments, with a focus on product structure, portfolio benefits, and suitability within diversified portfolios.This role blends strategic relationship-building with deep product knowledge, helping financial professionals access differentiated fixed-income solutions in today’s market.
Education
Northwestern University
CFP - in progress
Texas Tech University
Bachelor of Arts in University Studies
Skills
- Series 7
- Series 63
- Financial Services
- Asset Management
- Financial Advisory
- Wealth Management
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Portfolio Management
- Series 65
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