The People Supporting the Vision

We hold firmly that investors need more than a portfolio—they need a partner in the investment journey. Our close-knit team takes that core belief to heart. See an overview of AAMA’s senior executives and key team leaders below.

Senior Principals

Robert Baker, AAMA President and Co-Founder

Robert Baker

Bob founded Advanced Asset Management Advisors in 1998, with the mission of creating a better client investment experience. Today, he remains heavily involved in carrying that vision forward, overseeing the daily management of the company.

Bob received a degree in finance from the Ohio State University. With nearly 30 years in the industry, Bob has wealth of experience in portfolio creation and asset management. 

Before starting AAMA, he served as Vice President of a large regional investment firm and President of a national advisory group. He oversaw the management of retirement plans and participated in the development, launch, and marketing of load and no-load mutual funds. Bob has also served as a trust officer for the Bank One Trust Company, managing client portfolio investments.

Philip Voelker, AAMA Chief Investment Officer and Co-Founder

Philip Voelker

Chief Investment Officer

Phil directs and manages AAMA’s investment policy strategy.

With more than 40 years of experience managing securities portfolios, Phil has pursued and secured a broad spectrum of objectives, from short-term cash management to aggressive growth of investments. 

Before joining AAMA, Phil served as Chief Investment Officer for a large regional investment firm, directing its multi-billion dollar investment portfolio. He is a cum laude graduate of the Ohio State University.


Aaron Ploscowe, AAMA National Sales Manager

Aaron Ploscowe

Director of National Sales

Robert Williams, AAMA Chief Investment Officer

Robert Williams

Chief Economist

Gavin D'Souza, AAMA Portfolio Manager

Gavin D'Souza

Director of Portfolio Management

Jason Hoffman, AAMA Director of Operations

Jason Hoffman

Director of Operations

Scott Rowe, AAMA Director of Marketing

Scott Rowe

Director of Marketing