Timothy Baker
Founder & CEO at Wealthshape LLC
- Role
- Founder & CEO at Wealthshape Llc
- Location
- Windsor, CT, US
- LinkedIn followers
- 500 followers
Experience
Founder & CEO
Jan 2015 — Present · Hartford, CT, US
Wealthshape is an ongoing investment management firm built on three powerful ideas.1. Revolutionize the way investors receive advice.2. Engineer the most advanced institutional grade portfolios available.3. Responsibly deliver these services at a low cost to everyone.Our goal is to amplify wealth by the most logical means available. We believe that investment design should rely on long term, proven academic evidence, and every investor should have access to it.
Education
Southern Connecticut State University
Business, Marketing
2000 — 2004
Southern Connecticut State University
MBA, Finance
2004 — 2007
Skills
- Finance
- Portfolio Management
- Investments
- Wealth Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Marketing
- Financial Advisory
- Financial Planning
- Investment Management
- Investment Advisory
- Retirement Planning
- Retirement
- Strategic Financial Planning
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