Team

Ian S. Baker is President of PRB Wealth Management, a national leader in financial services. Mr. Baker, a UK Chartered Accountant, moved to the United States in 1984. He spent the next several years in leadership roles in the retail and...

Denzil Dias is the Senior Vice President of Investments and Wealth Management at PRB Wealth Management. Mr. Dias joined PRB Wealth Management in 2003 as a Sales Associate in the Investment and Retirement Planning Division. He was...

Bibi Roopan joined PRB Wealth Management in 2006. She worked closely with Ian S. Baker – President, in managing client services and operations. She was then promoted to Manager of Investment Operations in 2013. Ms. Roopan works...

Marc C. Harary is a Financial Advisor at PRB Wealth Management. For the past 14 years, Marc has helped individuals, families, and businesses work towards achieving their financial goals through a holistic approach to financial planning...

Henry Cho joined PRB Wealth Management as an associate in 2014 working in Operations. Mr. Cho specializes in operative duties and basic financial functions. He assists clients with inquiries and requests, client reviews, and ensures...

Jennifer Ottney joined PRB Wealth Management in 2016. She provides fixed income and equity research to assist advisors in building investment portfolios that help manage the individual needs and objectives of their clients. She is...