Ellenore Knight Baker

CFP® Certificant
Wealth Manager
Carter Financial Management
ebaker@carterwealth.com

Ellenore Knight Baker advises and encourages her clients to achieve their financial and life goals in a risk mitigating manner. As a trusted and experienced financial planner, she has clients in many locales and knows much about the jurisdictional challenges that families can face. Her clients include CEOs of small and large businesses as well as executive women in many fields.

Ellenore started her career as a floor trader for Goldman Sachs on the New York Options Exchange and the New York Mercantile Exchange. She created hedging strategies for her oil and natural gas clients in New York and London using commodity and financial futures and options. She graduated from Williams College and has her MBA in Finance and International Business from New York University.

Ellenore is currently the Past-Board Chair for the Dallas Women’s Foundation and has served on the board of Greenhill School and the Vestry of the Church of the Incarnation. She lives in Dallas and Park City, Utah with her husband and two wonderful children.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.