DOUGLAS W. McQUEEN is Chairman of the Board, President, and Chief Executive Officer of The Baker Group.  His knowledge of finance, banking and investments is well recognized in business communities.  Doug joined the firm at its inception in 1979 as a Vice President and Director.

Doug’s experience with the firm includes pioneering efforts in the development of the concept of asset/liability management, investment advisor and consultant.  He works with individual and institutional accounts throughout the United States in the critical areas of portfolio management, evaluation of asset/liability exposure, liability and loan pricing, and hedging strategies.  As a Managing Director, Doug is in charge of trading in U.S. Government securities, agencies and mortgage-backed securities.

Before joining the firm, Doug was an officer of a national bank in Oklahoma City where he handled the cash management position of the bank and was actively engaged in municipal and government bond sales, bond trading and municipal underwriting.

DAVID DAUGHERTY is a Managing Director and serves on the Board of Directors for The Baker Group.  He has more than 20 years investment experience with community banks.  He works exclusively with community banks in the design and implementation of investment and asset/liability strategies.  In the process, he evaluates interest rate risk exposure, duration analysis and recommends specific investment instruments that help maximize the earnings need of the institution.

Before joining The Baker Group, David served as President and Director at a regional investment banking firm.

David has presented investment seminars across the country, most recently to the Community Bankers Association of Illinois, Community Bankers Association of North Dakota, and the Community Bankers Association of Indiana.

RICK HANSING is a Managing Director and serves on the Board of Directors.  He works with banks in the areas of investments and asset/liability management.  He also assists clients in a broad range of other areas including education, portfolio management, interest rate risk management, strategic planning, liability and loan pricing, and regulatory and accounting issues.

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.

 EDWARD A. KREI is a Managing Director and serves on the Board of Directors.  He provides services relating to balance sheet strategies and strategic planning.  He is a frequent speaker at banking and investment conferences.  Ed is a faculty member of numerous banking schools and an instructor for financial institution regulatory agencies.

Ed is a registered principal, investment advisor and representative with FINRA and principal with the Municipal Securities Rulemaking Board.  He received his Bachelor of Business Administration Degree in Accountancy from the University of Mississippi and was gold medallist on the CPA examination in Tennessee.

MIKE MACKEY is a Managing Director and serves on the Board of Directors.  He works primarily with banks in areas of investments and asset/liability management.  He also assists clients in a broad range of other areas including education, portfolio management evaluation, interest rate risk, strategic planning and regulatory issues.

Mike focuses on identifying the specific objectives of clients and tailoring investment portfolios to achieve their goals.  In that process, he evaluates the relative values of a broad range of investment products and helps clients select those that compliment their investment portfolios.

Mike received his Bachelor’s Degree in Oral Communications from the University of Central Oklahoma.  He is registered  as an investment advisor, principal and representative with FINRA.  Mike is the Manager of the Austin, Texas office.

ROBERT H. NORTHWOOD joined the firm in 1981 as a Vice President and serves as a member of the Board of Directors.

As one of the Managing Directors of the firm Rob is involved directly in the management of the firm as a supervisory principal.  He works extensively with financial institutions nationwide in the critical areas of education, portfolio management, interest rate risk management, and hedging strategies.  He is an active participant in education seminars and frequently addresses banking groups on subjects of current interest.

Prior to joining The Baker Group, he served as a financial futures specialist for a major commodity brokerage firm with an emphasis in the use of futures and options strategies for financial institutions.

Rob received his Bachelor of Science Degree from the University of Denver. He is registered as a principal, a representative and an investment advisor with FINRA.

STEVE PORTER is a founding member of The Baker Group and serves on the Board of Directors.  He works with financial institutions and individuals in a number of areas including investment advisory, portfolio management, education, interest risk management, regulatory compliance and development of strategic investment plans.  He has conducted numerous educational seminars to banking associations nationwide.

His prior experience was in the investment department of a large Oklahoma City correspondent bank.  He has been assisting financial institutions with investment portfolio and interest rate risk management since 1975.

PHIL STENSETH, CFA is a Managing Director of The Baker Group and serves on the Board of Directors.  He is responsible for directing the firm’s fixed income trading operation.  He is instrumental in the firm’s development of bank investment portfolio and interest rate risk management strategies, researching new investment products, monitoring bank regulatory and compliance issues.    Additionally, Phil has revised and continues to enhance the firm’s proprietary software programs designed to assist clients in the management of their investment portfolio (APM) and the overall interest rate risk of  their bank (IRRM).

Phil regularly conducts educational seminars for banking groups and associations nationwide.  He has addressed various bank trade associations and serves as a faculty member of several national and regional banking schools.  Phil has been frequently published in many banking journals and periodicals.

Phil holds a Bachelor of Science degree in Finance from the University of Arizona and is a Chartered Financial Analyst (CFA).  He is a member of the Association for Investment Management and Research (AIMR) and the Financial Analysts Society.  Additionally, Phil is registered as a general securities representative, an Investment Advisor with FINRA and general securities principal.

DANIEL R. TONSETH is a Managing Director of The Baker Group and serves on the Board of Directors.  He works with institutional accounts throughout the United States in the design and implementation of investment and asset/liability strategies.  In that process, he evaluates interest rate risk exposure and duration analysis to recommend specific investment instruments that maximize the earnings needs of the institution.

Dan has conducted numerous educational seminars to banking associations and money managers nationwide, most recently to the Community Bankers Association of Indiana and the Picasso Group of Denver.

Dan earned a Bachelor of Science Degree in Business from Miami University where he majored in Finance.  He is a registered investment advisor, a registered representative with FINRA and general securities principal.