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Julia B
CFP®, Series 65
New York, NY
BakerAvenue
Julia Bialek is a CFP® and holds a Series 65 license with four years of industry experience. She has been with BakerAvenue Asset Management since 2020. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, and family office services, utilizing a range of named strategies that combine quantitative, fundamental, and tactical approaches.
Timothy G
Series 63, Series 66
New York, NY
BakerAvenue
Timothy Gordon is a financial advisor at BakerAvenue with Series 63 and 66 licenses and 21 years of industry experience. His prior roles include positions at Crawford Investment Counsel, Prudential Annuities Distributors, and Invesco Advisers. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and a range of financial planning and family office services, utilizing a blend of quantitative, fundamental, and tactical strategies alongside alternative investments and third-party sub-advisers.
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