General Investing >> Money Manager Interviews >> February 23, 2004

DAVID BAKER – NORTH AMERICAN MANAGEMENT CORPORATION

DAVID BAKER, CFA, is a Portfolio Manager/Analyst for North American Management Corporation. Mr. Baker was previously a Portfolio Manager at Rivendell Capital Management, his own investment management firm that he founded in 1999 and that later merged with Berents Hess. Prior to that he was a Research Analyst and General Partner at Cilluffo Associates, LP. Before that, he served as a risk management specialist at PNC Financial Corporation and an Analyst at Shearson Lehman Brothers. In November 2001 Berents & Hess merged with North American Management in which Mr. Baker became a Principal. In addition, he co-manages the Vision Investors, LP, hedge fund as well as separate portfolios for high net worth individuals. He has been a columnist for Worldlyinvestor, an online investment site, and was one of the founding members of the company. He is a member of the Boston Security Analysts Association. He also actively manages a 600-acre western New Hampshire hillside organic farm. Mr. Baker holds a BS in Finance and Investments from Babson College. Profile
TWST: Please give us a brief overview of North American Management

Corporation.

Mr. Baker: North American Management Corporation is a full-service

wealth management firm with $500 million in