Baker Ellis Asset Management LLC

Patricia Watson is a financial advisor at Baker Ellis Asset Management LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Reed College Admission Office for four years before joining Baker Ellis. Baker Ellis Asset Management provides discretionary portfolio management and investment advice to individuals, trusts, estates, corporations, foundations, and retirement plans. The firm focuses on fundamental analysis and a long-term value approach, offering customized portfolios that consider tax implications and socially conscious restrictions.

Brian Baker is a CFA® charterholder with 24 years of industry experience. He has been with Baker Ellis Asset Management LLC since its founding in 2002. Outside of his advisory role, he manages an investment portfolio held in an LLC owned by two trusts. Baker Ellis Asset Management provides discretionary portfolio management and investment advice to individuals, trusts, estates, corporations, foundations, and retirement plans. The firm employs a fundamental, long-term value investment approach and customizes portfolios for tax and social considerations while managing roughly $1.04 billion in discretionary assets.

Barnes Ellis is a financial advisor with Baker Ellis Asset Management LLC in Vancouver, WA, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with Baker Ellis Asset Management since 2002. Outside of his advisory role, Ellis owns and oversees operations at Minam River Lodge, a hospitality business. Baker Ellis Asset Management provides discretionary portfolio management and investment advice to individuals, trusts, estates, corporations, foundations, and retirement plans. The firm employs a fundamental, long-term value approach with diversified portfolios tailored for tax and socially conscious considerations.

John Groh Sr. is a CFP® and CFA® with 28 years of industry experience. He has been with Baker Ellis Asset Management LLC since 2016. Outside of his advisory role, he co-owns and manages a rental property in Portland, Oregon. Baker Ellis Asset Management provides discretionary portfolio management and investment advice to individuals, trusts, estates, corporations, foundations, and retirement plans. The firm emphasizes fundamental analysis and a long-term value approach, managing diversified portfolios tailored to tax considerations and socially conscious restrictions.