Baker-Joel

Joel Baker

CFA

“The greatest part of my job is the opportunity I have every day to listen and learn from clients and prospects.”

Joel’s a natural coach. Whether it’s on the soccer field with one of his children, or in his role designing and implementing investment strategies for corporations and endowments and foundations, Joel likes to win, and to coach and contribute to successful client investment outcomes. Joel also serves Highland International’s Canadian clients, fanning his interest in adding hockey to his roster of coaching gigs.

“It is such a privilege to be in position where we can exchange ideas with exceptional people and organizations and know that these ideas will directly benefit the individuals and causes these organizations support.”

Experience

  • Relevant experience since 2000
  • With Highland since 2004

Education

  • BBA, Cleveland State University, summa cum laude
  • MBA, Baldwin Wallace University

Membership/Association

  • Beta Alpha Psi Honor Society
  • CFA® Charterholder
  • CFA Institute
  • CFA Society of Cleveland
  • Certificate in Canadian Benefit Plans