Jonathan Baker JD, LLM, CPA, CFA

Wealth Manager    

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What inspired you to choose wealth management as a career?

Building strong relationships with clients and the intellectual challenges of the financial markets drew me to wealth management. Putting these two aspects together to provide holistic solutions to our clients and help them achieve the goals they have set out to meet is what drives me every day.

Why did you choose to be part of the BDF team?

I was drawn to BDF for a number of reasons. It was important to me to work at a firm where the client’s interests come first. BDF’s commitment to values and firm culture is also incredibly important to me. Lastly, the incredible depth of talent at BDF. It’s a blessing to be able to walk down the hall and be able to leverage a broad range of expertise and make sure I am bringing the best possible solutions to our clients.

What unique skills or characteristics make you uniquely qualified for this work?

My ability to quickly assimilate new information and apply it in the delivery of innovative and strategic solutions is my greatest strength. In addition, my educational background in law has endowed me with excellent verbal and written communication skills, allowing me to seamlessly interface with clients and colleagues alike.

What do your clients appreciate most about you?

I think our clients appreciate my ability to take very technical problems, find a solution and then communicate that solution to them in a way that resonates with them in an authentic, understandable way.

Who are your role models?

I have always looked up to my parents. They worked extremely hard to ensure my sister and I never lacked for anything, be it food, love or opportunities while still teaching us the value of hard work, discipline and persistence.