Burton Baker is a financial advisor at Baker Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with firms including Investors Capital Corp, Eastern Point Advisors, 1693 Asset Management, and Legg Mason Wood Walker, Incorporated. He works full time as a portfolio manager at 1693 Asset Management. Baker Asset Management provides fee-only investment portfolio management to individuals, trusts, endowments, and non-profit organizations. The firm focuses on portfolio management without commissioned products and employs diversified mutual fund/ETF allocations or individual securities strategies that may include options and leverage to manage risk and enhance cash flow.

Christopher Leonard is a financial advisor at Baker Asset Management, LLC in Williamsburg, VA, holding a Series 65 designation with 13 years of industry experience. He has worked at Bristol Myers Squibb since 2007. Baker Asset Management provides fee-only portfolio management to individuals, trusts, endowments, and nonprofit organizations, focusing on discretionary and non-discretionary asset management without selling commissioned products. The firm emphasizes individualized oversight with a client mix that includes charitable organizations and endowments, managing about $5 million across roughly a dozen clients.