An investment professional for nearly three decades, Brian earned his bachelor’s degree from UC California at Berkeley in 1987 and later was awarded the Chartered Financial Analyst designation (CFA). He began his investment career as a registered representative of Bidwell & Co. Prior to co-founding Baker Ellis, he conducted proprietary trading and market-making operations for Wilson Davis and Co. He lives in Portland with his wife, Lisa, and their two children. He is a member of the Portland Society of Financial Analysts.
Barnes co-founded Baker Ellis after serving as a portfolio manager at Sutro & Co in Portland. Earlier, he was marketing director and vice president for Charter Investment Group. Barnes earned a bachelor’s degree cum laude in 1987 from Harvard University, where he also was named a John Harvard Scholar. Before entering the investment industry, he honed his investigative skills as an award-winning staff writer and editor at The Oregonian newspaper. He has served on the boards of a variety of non-profit organizations, including Literary Arts, Friends of Chamber Music and the Oregon Public Affairs Network. He also is a past president of the Harvard Club of Oregon and past treasurer of Literary Arts.
David has been in the investment business since 1991, beginning his career at local discount brokerage firm Bidwell & Company. Along with Brian, David helped create the proprietary trading unit at Bidwell before moving on to make markets and trade for Wilson Davis & Co. in Portland. David earned his bachelor’s degree from Portland State University. He joined Baker Ellis Asset Management in 2004.
Philip joined Baker Ellis Asset Management in 2012 after earning his bachelor’s degree in finance from the University of Arizona. While attending the University of Arizona, he was a four year letter-winner on the men’s golf team. Philip has been awarded the Chartered Financial Analyst designation (CFA) and serves on the Ambassador Board for the First Tee of Greater Portland.
An equity analyst for more than two decades, J.B has been honored in the Wall Street Journal's "Best on the Street" survey of analysts five times since 2006, and was named to the Forbes list of "Best Brokerage Analysts" in 2005, 2006 and 2007. J.B. earned his B.S. in Finance from the University of Arizona in 1990, and an M.B.A. from UA's Karl Eller Graduate School of Management in 1994. Prior to joining Baker Ellis, J.B. was Vice President and Senior Research Analyst at D.A. Davidson & Co. He is a member of the Portland CFA society. In his free time he enjoys spending time with his wife and three children, coaching lacrosse and occasionally playing guitar in a garage band.
Kelly, our client service specialist, graduated in 2016 from the University of Oregon with a degree in Business Administration and Finance. In her free time, she enjoys hiking, running and scuba diving.