Katherine Patricia Baker

Employer firm

Shp Wealth Management, LLC CRD 174697

$1.92B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Shp Financial, Llc
  Plymouth, MA
• 05/2026 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 09/2015 → 06/2017
  Eaton Vance Investment Management
  Boston, MA
• 06/2017 → 11/2019
  Eaton Vance Investment Counsel
  Boston, MA
• 11/2019 → 04/2023
  The Colony Group, Llc
  Boston, MA
• 05/2023 → 12/2024
  Pathstone
  Boston, MA
• 04/2023 → 04/2026
  Pathstone
  Boston, MA

Previous Registrations

• 2023-07-18 → 2026-07-01
  Pathstone
  Boston, MA
  Englewood, NJ
• 2022-12-21 → 2023-05-01
  Focus Partners Wealth, Llc
  Boston, MA

Designations

• Certified Financial Planner