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.