CARL H. HOLLIDAY
Carl H. Holliday is a Managing Director of The Baker Group. As a founding member, he serves on the Board of Directors and acts in the capacity of Vice President of The Baker Group since joining the firm in 1979. Carl is a registered investment advisor, principal, and representative with FINRA and the Municipal Securities Rulemaking Board.
Carl works with institutional clients in structuring fixed-income and securities portfolios, utilizing his experience in the areas of asset/liability management, duration, security selection, financial trends, and liquidity risk analysis. Carl also works with individuals and trust accounts structuring their fixed-income portfolios based on their tax position and risk horizon.
In addition to the institutional clients, Carl is an equity portfolio manager structuring portfolios for high net worth individuals and foundations. This includes asset allocation responsibilities and stock selection.
Previously employed in the institutional investment department of a major Oklahoma bank, Carl was responsible for the portfolios of more than 100 correspondent banks. His responsibilities required knowledge of a number of investment areas including government and municipal bond trading, institutional sales, municipal underwriting, portfolio analysis, money market sales, cash management, and mortgage-back securities trading. Carl earned a Bachelor of Business Administration Degree in Finance from the University of Oklahoma. He is a graduate of the National School of Bank Investments. (return to top)