Ellenore Knight Baker, CFP®, CEPA®

Vice President, Carter Financial Management

Professional

Ellenore Knight Baker encourages her clients to achieve their financial and life goals in a risk-mitigating manner. As a trusted and experienced financial planner, she understands that families can face jurisdictional challenges. Her clients come from many locales and 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, the New York Mercantile Exchange and the International Petroleum Exchange where she created hedging strategies for domestic and international clients using commodities, financial futures, and options.

Service

Ellenore has been heavily involved in women’s organizations and served as Chairperson of the Dallas (now Texas) Women’s Foundation where she currently serves on the Investments Committee. Ellenore serves as the Treasurer of the Raymond James initiated Women’s Leadership Alliance and she is on the Golf Committee for the Park Meadows Country Club (where she is also the President of the Park Meadows Ladies Association.) She was previously active on the board of trustees of Greenhill School and the Vestry of the Church of the Incarnation.

Education

Ellenore is a graduate of Williams College and earned her MBA in Finance and International Business from New York University. She earned her CFP Certification from Southern Methodist University. Recently Ellenore completed her Private Wealth Advisor Certification through Raymond James to augment her ability to help the special needs of high net worth and ultra-high net worth families.

Personal

Ellenore splits her time between Dallas and Park City, Utah along with her husband Kirk and two wonderful children.