The Bakken Group is a family team of Financial Advisors with
broad, global business & investment experience. We are all
dedicated & committed investors with more than ninety combined
years of personal & professional investment experience.
Our brief biographies are as follows:
Chris Bakken, our Group's founding member, is a 1953 gradutate
of Yale University with a Bachelor of Chemicial Engineering
degree. Chris spent nearly twenty years in technical sales with
Alcoa, both in the US and in Europe, and he finished his industrial
career in 1988 as Vice President of Sales for a specialty ceramics
company here in Pittsburgh. Chris joined Legg Mason in 1988
as a Financial Advisor.
Sandra Bakken Caruso is Chris' daughter. She is a 1978 graduate
of Allegheny College with a Bachelor of Science degree in economics.
Prior to joining Chris in the mid 1990's as his partner, Sandy
worked as a buyer for May Company and she most recently achieved
her CERTIFIED FINANCIAL PLANNER™ Professional certification.
Keith A. Colonna is Chris' son-in-law and is a 1986 graduate
of Grove City College with a Bachelor of Science degree in
mechanical engineering. Prior to joining Chris & Sandy
as a partner in 2000, Keith spent nearly fourteen years in
the metals & packaging industries and he remains a registered
Professional Engineer.
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Financial Advisors
1603 Carmody Court
Suite 301
Sewickley , PA 15143
Suite 301
Sewickley , PA 15143
tel: 724-933-1460
toll free: 800-966-8274
fax: 724-933-1470
toll free: 800-966-8274
fax: 724-933-1470
Our Story
Being Financial Advisors is all about building relationships with clients. By learning more about you and your needs, we are able to offer more personalized advice and service. Please read below to learn more about us.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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