William E. Baker, CFA, CPA
5500 Brooktree Road
Will has spent the majority of his professional career focused on holistic wealth management with a substantive approach for high net worth individuals. His primary emphasis has centered on building tax and cost efficient risk managed investment portfolios within the framework of a client's overall financial structure and goals.
Prior to founding Riverview Wealth Partners, Will joined Citizens Bank in 2011 where he served as the Senior Portfolio Manager in Private Wealth Management's Pittsburgh office. In this capacity, he was responsible for investment oversight for all Private Bank clients in Western Pennsylvania, Ohio, West Virginia and upstate New York. Additionally, he led the investment team for the Bank's high profile Entertainment Group and internationally domiciled clients.
Before joining Citizens, he served as the Director of Investments at Select Financial Group, an independent boutique wealth advisory firm based in Pittsburgh. His responsibilities there included investment research, portfolio construction, retirement planning, income tax planning and qualified plan oversight. He began his career in public accounting serving the needs of individuals, small businesses and non-profit organizations.
Will is a University Scholars graduate of the Pennsylvania State University. He has earned professional designations as a Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and Certified Wealth Strategist (CWS). He also maintains Series 7 and 66 securities licenses.
He has served on a number of charitable Boards most recently as Board Chair for Ward Home, a leading pioneer for at-risk teenagers. Will resides in Wexford, PA with his family.