According to the announcement, Raymond Baker, Jr. brings to WESPAC nearly 30 years of senior level experience in the areas of equity fixed income trading, portfolio management, and research. Prior to joining WESPAC, he headed Tower Asset Management, where he served in its Equity Trading and Research Department. Prior to that, he was a Managing Director of Morgan Capital management, and Chairman of the Investment Strategy Committee at Bateman Eichler Hill Richards.
Peter P. Chen joined Tower Asset Management in 2000 where he used wealth care analysis, retirement and estate planning tools to develop financial solutions tailored to his client’s specific needs, the announcement said. Prior to that, he was at Van Deventer & Hoch, Washington Mutual, and Charles Schwab & Co.
Morgan T. Gough joined Tower Asset Management in 2000 as Director of the Private Client Advisor team, where he worked exclusively with corporate executives and high net worth individuals. He began his career in 1991 with Merrill Lynch and also gained experience at Dean Witter, Home Savings of America, and Charles Schwab & Co.
Wade S. Perry joined Tower Asset Management in 2003, serving high net worth individuals as well as corporate retirement plan clients. He began his career with Putnam Investments and later moved on to American Express Financial Advisors.
Coco M. Lorenzo joined Tower Asset Management in 2009 and is responsible for managing the Private Client Service department of the Southern California division of WESPAC. Prior to that, she served in client service, sales associate, marketing, and operations positions at Tower, Wells Fargo Investments, and Pantheon Private Equity.
As a member of Focus Financial Partners, an independent wealth management organization, WESPAC has access to capital and acquisitions expertise.
“Our clients have been very supportive of our move and many have already begun inquiring about our new resources, like 401(k) reviews,” said Perry, now principal of the WESPAC Southern California Division.
More information is at www.wespac.net .
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