Thomas Baker, CFA®, MBA, JD

Tom is a Senior Wealth Advisor and Partner at Composition Wealth. For over 30 years, he has worked closely with a select number of individuals, families, and trusts, helping them meet their unique needs.

Tom started his own investment management firm in his Silicon Valley garage on a folding table with a used computer and typewriter. He began Blue Oak Capital with three central tenets: transparency, clarity, and liquidity. Philosophically, that meant being transparent with clients about how their assets were managed, explaining complicated topics simply and thoroughly, and ensuring that clients always had access to their funds when needed.

Tom earned a BA in Economics and English from the University of Michigan. He also received an MBA and J.D. from Santa Clara University and passed the California State Bar. He has earned his Certified Financial Analyst (CFA) designation.

Tom has been a mentor to disadvantaged students at Menlo-Atherton High School for many years and has also mentored international Impact Entrepreneurs to help them further their business ventures.

FUN FACTS:

• While at the University of Michigan, Tom entered and won an Entrepreneurial Business Plan contest open to all students at UofM with two other classmates.
• He has ridden his bike from Oregon down the California coast multiple times, as well as on trips through France, Finland, Sweden, Norway, Slovakia, Czechoslovakia, and Estonia.
• Tom enjoys chess, woodworking, reading, rucking, and traveling. He fully acknowledges and embraces his stepdaughter’s assessment of him: “You are not hip.”