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Registered Investment Advisor: Occam Capital ® Management Profiles
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Occam Capital ® Management, LLC
1303 Marsh Road
Suite 4
Pittsford NY 14534
(T) 585-218-0310
(F) 585-218-0338
Email Occam Capital

Priscilla Baker Jones, CFPTM, Managing Director
Ms. Baker Jones has over 30 years of experience in the financial services business. Prior to forming Occam Capital® Management, she was vice-president, equity strategist/researcher and an equity, fixed income and balanced portfolio manager at GeoVest Advisors, Inc. Prior thereto, Ms. Baker Jones was a Financial Planner at Prudential Bache Securities and a branch manager at Manufacturers Hanover Trust Company.

Ms. Baker Jones attended the M.B.A. program at the University of Rochester and holds a B.A. in International Studies from Ohio State University. She holds the Certified Financial Planner (CFPTM) designation, and has served two non-consecutive terms as President of the Chartered Financial Analyst (CFA) Society of Rochester.

Linda C. Sabha, Operations Manager
Ms. Sabha is responsible for Client Service and Operations for the firm. Prior to joining Occam Capital®, Ms. Sabha had 11 years’ experience as office manager and tax professional at the Premium H&R Block Penfield Office. Ms. Sabha was responsible for all office operations as well as supervising and training of all tax office associates. Prior thereto, Ms. Sabha retired after 30 years’ as National Account Executive for Lucent Technologies, formerly known as AT&T.

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