Dale Sheller

Dale Sheller is an Associate Partner in the Financial Strategies Group at The Baker Group. He joined the firm in 2015 after six years as a bank examiner with the FDIC. Dale holds a bachelor’s degree in finance and a master’s degree in business administration from Oklahoma State University.

He works with clients on investment portfolio strategies, interest rate risk management, liquidity risk management, and regulatory issues. Dale regularly speaks at educational seminars nationwide and serves as a faculty member for multiple banking schools.

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The Baker Group has been a trusted financial partner helping community financial institutions improve their decision-making, interest rate risk management, and investment portfolio performance since 1979.

In 1981, founder James V. Baker revolutionized financial risk management with his publication, Asset/Liability Management. Dr. Baker recommended integrating interest rate risk and investment portfolio management with balance sheet management to better monitor and measure interest rate risk and improve overall performance. By applying Baker’s “total bank” approach, community financial institutions were able to adapt to the changing market throughout the years.

The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management for community financial institutions nationwide.