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 With over 20 years of experience, Mr. David Baker is the trusted investment fiduciary for individuals, families and endowments. Originally starting his career as a Registered Representative at George K. Baum & Company, he accepted the position of Senior Vice-President Investment Officer for First Union Securities in 2000. Following a merger with Wachovia, Mr. Baker was promoted to Senior Vice-President for Wachovia Securities. After experiencing the investment industry first-hand, Mr. Baker set out to create a true fiduciary investment firm where clients can achieve their own personal legacy. In October 2004, Legacy Investment Partners LLC was founded. With his experience and client focus, Mr. Baker brought together a team of advisors to develop a comprehensive, multigenerational approach to wealth planning. He has represented individuals and families with a comprehensive and collaborative approach that includes a review of the client's investment, estate, insurance and philanthropic goals in order to develop a strategic long-term legacy plan. This unique CFO approach has made Mr. Baker a prominent figure in the investment management industry, with Legacy growing to well over $100 million in assets under management.
Mr. and Mrs. Baker met in college and were married in 1999 and now have two sons. Mr. Baker enjoys volunteering to coach his sons’ sports teams as well as promoting his passion for the "Pay It Forward" model. As a true fiduciary and trusted advisor, he is known throughout our community as a resource for both academic and charitable foundations across the country.
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