Ahmie Baum, Executive Chairman Email and Phone Number
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Ahmie Baum, Executive Chairman personal email
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Ahmie E. Baum is the Founder and Executive Chairman of Interchange Capital Partners, a family business advisory firm dedicated to consulting and strategy development for family-owned businesses to assist them in navigating the complex interchanges between themselves, their families, their businesses, and their ownership. With decades of experience, we specialize in helping families and businesses understand where they are today and create comprehensive plans for their future. This involves providing them with the clarity, understanding, and action needed to achieve their goals. By leveraging internal and external expertise, Interchange Capital Partners enhances planning, governance, risk management, and overall strategic direction for family-owned businesses, ensuring long-term sustainability and success. Our singular objective is to help our business owner clients fulfill their aspirations and dreams for their families, their businesses, and their legacies.To learn more about Interchange Capital Partners, visit https://interchangecp.com
Interchange Capital Partners
View- Website:
- interchangecp.com
- Employees:
- 11
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Founder And CeoInterchange Capital PartnersPittsburgh, Pa, Us
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Executive Chairman Of The BoardInterchange Capital Partners Sep 2024 - PresentPittsburgh, Pennsylvania, Us
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Founder And CeoInterchange Capital Partners Jun 2020 - PresentPittsburgh, Pennsylvania, UsInterchange Capital Partners is an independent registered investment advisory, offering collaborative and comprehensive planning and disciplined wealth management. With decades of experience, Interchange has developed an expertise in both helping our clients understand where they are today, and building comprehensive plans for their future. This involves providing them with the clarity, understanding and action needed to achieve their goals, ranging from retirement to legacy planning. Our strategies include wealth preservation as well as prudent asset allocation, based on cash flow and liability management. We also help business owners grow their business value and prepare them for the inevitable transition through succession or a sale. Through collaboration, education and our own accountability, we aim to alleviate the anxiety of the learning curve and the volume of work needed to achieve the outcomes our clients desire. As an independent firm, we are able to serve our clients as true fiduciaries, with their best interests as our highest priority. To learn more about Interchange Capital Partners, visit https://interchangecp.com/
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Managing DirectorUbs Mar 1993 - Jun 2020Zurich, Ch*Financial planning services are provided in our capacity as registered investment advisors. -
Senior Vice PresidentShearson Financial Services Sep 1987 - Sep 1993Boca Raton, Florida, Us -
Senior Vice PresidentEf Hutton Sep 1979 - Sep 1987
Ahmie Baum, Executive Chairman Education Details
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Duquesne University School Of Leadership & Professional AdvancementExecutive Certificate In Financal Planning -
University Of PittsburghPsychology
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Family Firm InstituteFamily Business Advisory
Frequently Asked Questions about Ahmie Baum, Executive Chairman
What company does Ahmie Baum, Executive Chairman work for?
Ahmie Baum, Executive Chairman works for Interchange Capital Partners
What is Ahmie Baum, Executive Chairman's role at the current company?
Ahmie Baum, Executive Chairman's current role is Founder and CEO.
What is Ahmie Baum, Executive Chairman's email address?
Ahmie Baum, Executive Chairman's email address is djia9000@nb.net
What is Ahmie Baum, Executive Chairman's direct phone number?
Ahmie Baum, Executive Chairman's direct phone number is +141226*****
What schools did Ahmie Baum, Executive Chairman attend?
Ahmie Baum, Executive Chairman attended Duquesne University School Of Leadership & Professional Advancement, University Of Pittsburgh, Family Firm Institute.
Who are Ahmie Baum, Executive Chairman's colleagues?
Ahmie Baum, Executive Chairman's colleagues are Austin Moore, Paige Miller, Kendra Kasznel Reilly, Cfp®,cima ®, Cepa®, Alyssa Albaugh, Samuel Hopps, Chris Duerr, Cfa, Cfp®, Kathy Saksa.
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