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Daniel Baker, CIMA®

Research Analyst

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Call: 410-659-8936

Daniel joined Harbor in 2022 as a Research Analyst after 4 years of working various roles with a wealth management/financial planning firm. He is responsible working along side of the Chair of the Investment Committee for investment selection, monitoring and due diligence on asset managers as well as designing custom portfolios for clients. He is also a part of the Investment Committee which provides analysis in relevant capital market and global economic conditions.

Daniel graduated from Miami University of Ohio with a BA in Economics and minors in Finance and Sports Management. He is currently a CFA level III candidate, earned the Certified Investment Management Analyst (CIMA®) designation in 2021 and holds the series 7 and 66 security licenses.

Daniel currently lives in Canton, MD and is an avid Ravens, Orioles, and Capitals fan.

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Harbor Investment Advisory, LLC is dually registered with the Securities and Exchange Commission ("SEC") as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Harbor Advisory is the marketing name of Harbor Investment Advisory, LLC. Investing involves risk, including risk of loss.

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