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Welcome! Today is
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 passed Level I of the Chartered Financial Analyst (CFA) program. Ms. Baker Jones has served two non-consecutive terms as President of the CFA Society of Rochester.
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Nancy M. Zimmer, Financial Administrator/Operations
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Ms. Zimmer is responsible for Client Service and Operations for the firm. She has over 26 years of banking/money center services/operations experience. Prior to joining Occam Capital® Management, Ms. Zimmer worked in the Trust Department at M&T Bank assisting Trust Officers. Prior thereto, Ms. Zimmer was a Vice President in the Money Center Department of JPMorgan Chase. She was responsible for investing in short-term money market instruments for corporations, non-profits, government entities, and high-net worth individuals.
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