Levi Baker
Senior Attorney | Director of Client Strategy & Growth
AboutExtensive Experience in Complex Litigation and Trial Preparation
Background as a Senior Finance and Portfolio Advisor Managing High-Value Accounts
Expertise in Investment Strategy, Risk Management, and Client Advisory
Proven Leadership Overseeing Multi-Million Dollar Construction and Technology Projects
Strong Track Record Bridging Legal, Financial, and Operational Sectors
Licensed Attorney and Investment Advisor
Holds Series 66, Series 7, and General Lines (Life, Accident & Health) Licenses
Juris Doctor (J.D.) from St. Mary’s University School of Law
Bachelor of Science in Political Science from Texas A&M University