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Waypoint Capital Advisors Announces New Roles

Waypoint Capital Advisors is announcing, as part of our long-range strategic planning, that David Baratta, founding member and Principal, has changed his role at the company which started in April of this year. Going forward David will assume the title of Co-Chairman and his role will be client facing while helping to guide the future of WCA more behind the scenes. David’s considerable contributions were foundational to the success Waypoint has achieved thus far. Some of his day-to-day duties have been taken on by the growing team at WCA.

“8 years ago, we founded WCA with a vision to provide a family office service that was a cut above the rest. Our client satisfaction, measured growth, and industry recognition all validate that vision. We are poised for a very bright future for our clients’ families, employees and their families, and all stakeholders.”

“I get excited every day to be a part of WCA. Going forward I will be doing a little more paying it forward, spending more time with my family, and some travel. Giving more time to the charities and other organizations I am involved with is a focus as well.” – David Baratta

Additionally, as part of WCA’s continued and future growth, you will see new title changes for rest of our team below:

  • Jon Kennedy – Chief Executive Officer and Managing Partner
  • Mark Pletts – Co-Chairman and Managing Partner
  • Nancy Hughes – Chief Operating Officer and Managing Partner
  • David Baratta – Co-Chairman
  • Colin Watkins – Director of Planning
  • Sydney Shearer – Director of Client Service
  • Madeline Longo – Senior Associate, Client Advisor
  • Brandon Agneberg – Senior Associate, Client Advisor
  • Evan Kennedy – Associate Portfolio Manager
  • Ben Sjodin – Client Service Associate
  • Mary Mortensen – Client Service Associate

We are grateful you have entrusted us to come alongside your family and look forward to our continued work together. Please don’t hesitate to reach out if you have questions on the role changes, your portfolio, or anything else.


Waypoint Capital Advisors