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Warren Baker,
CFA
Director, Senior Wealth Manager
Louisville, CO
Warren Baker,
CFA
Director, Senior Wealth Manager
Louisville, CO
Growing up in Austria instilled a deep appreciation for family, culture, and different perspectives, which he believes helps him better serve clients.
Uses analytical skill to help clients achieve their long-term financial goals, guiding them in growing, protecting, and planning their wealth. Drawing on a family-office approach, he focuses on delivering solutions that provide clarity, confidence, and lasting impact.
Began his career at Wells Fargo Private Bank, where he served as a Senior Vice President and Senior Investment Manager before moving on to be Platte River Wealth Advisor’s Director of Investment Strategy prior to its partnership with Lido Advisors.
Enjoys spending time with family and friends, as well as road biking, pickleball, skiing, collecting historic stock certificates, and reading about financial history. He completed Colorado’s challenging 115-mile Triple Bypass twice and looks forward to tackling it again in 2026.
B.A., Central & Eastern European Affairs, University of Colorado—Boulder; M.B.A., University of Denver—Daniels College of Business
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