Team Member Profile
Oakley Baker
Investment Specialist
Professional Biography
Oakley Baker is an Investment Specialist at Carlson Capital Management. In this role, Oakley is responsible for monitoring and reviewing client portfolios to maintain balance across asset classes, placing trades though the custodial trading platform, and reviewing daily cash positions. He also actively supports data management and custodial relationships for the firm.
Oakley attended St John’s University where he graduated with a double major in economics and accounting with a finance concentration. While at St John’s University, he played on the varsity basketball team and led his team as a captain his senior year. After graduation, Oakley was an associate at Ameriprise Financial as well as a member of the investment team of a local fixed income asset manager. Oakley has experience working with the Tax team to oversee multiple mutual funds and performing market research on investment opportunities.
Oakley resides in Lakeville, Minnesota. And beyond basketball, he has a passion for travel, golf, and reading.
Personal Thoughts
A mentor of mine once told me, “It is better to be consistently good rather than occasionally great.” I do my best to live with this mindset in my personal life and in my professional life. I think it is incredibly important to be the person your colleagues can count on, consistently, each day, to bring your best to the workplace.
Additionally, in today’s ever-changing and adapting world, it is crucial to possess a desire to learn and be curious. Consistent, intentional curiosity, combined with a willingness and desire to learn, allows us to best serve our clients.