Brandon Baker

Brandon Baker is an Associate at Choreo, where he has served since June 2023, focusing on supporting the firm's client advisory and wealth management services. In this capacity, he utilizes his background to assist with comprehensive financial planning and investment strategies for clients, with a particular emphasis on individualized planning solutions for high-net-worth individuals and families. His role likely involves working with diversified portfolios that may span traditional asset classes such as equities, fixed income, and alternative investments, although specific sector or product specializations are not publicly listed.

Prior to joining Choreo, Brandon was a Financial Planning Intern at Cary Street Partners, where he contributed to the development of financial plans and investment strategies for a variety of clients. He also brings analytical and legal experience from his time as a Judicial Extern at the Virginia Court of Appeals with the Hon. Marla Graff Decker, enhancing his capacity for critical thinking and regulatory analysis in the financial realm.

Brandon holds a Certificate in Financial Planning from the University of Virginia, a JD from the University of Richmond School of Law, and an MBA in Finance from Wake Forest University School of Business, in addition to dual Bachelor of Arts degrees in Political Science and Geography from the University of Kentucky. His combined expertise in law, finance, and client service positions him to deliver holistic financial advice, though there are no documented notable industry-wide achievements to date in the public record.