Brian Baum Email and Phone Number
Brian Baum work email
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Brian Baum personal email
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Brian is the CEO & President of Interchange Capital Partners. Brian Baum is the CEO & President of Interchange Capital Partners, where he leads the development of innovative strategies tailored to the unique needs of private and multi-generational companies. His approach provides owners with expert guidance through the critical phases before, during, and after an ownership change, addressing both the immediate needs and the long-term vision of the business and family. Brian has a bachelor’s degree in psychology with a minor in business from Penn State and is a CERTIFIED FINANCIAL PLANNER® professional. Brian is also the president of the Pittsburgh Exit Planning Chapter, which he helped found in 2019. The chapter’s mission is to give business owners a forum to become educated on how to build a valuable and transferable business through a proven process. When not coaching businesses, Brian enjoys spending time with his wife, Natalie, and their daughters, Quinn and Blair. He is also an avid golfer and likes the occasional scotch and cigar.
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Ceo & PresidentInterchange Capital Partners Sep 2024 - PresentPittsburgh, Pennsylvania, Us -
PresidentInterchange Capital Partners Apr 2024 - Sep 2024Pittsburgh, Pennsylvania, Us -
Managing DirectorInterchange Capital Partners Jun 2020 - Apr 2024Pittsburgh, Pennsylvania, UsInterchange is an independent registered investment advisory, offering collaborative and comprehensive planning and disciplined wealth management Based in Pittsburgh, Pennsylvania, with clients across the country with individuals, families and business owners looking to plan for the inevitable: the transition of unlocking a life time of work or an exit strategy for their company. -
PartnerDefiant Interchange Advisors Jan 2022 - PresentDefiant Interchange Advisors is a holistic M&A advisory company focused on the intersection of business value and post-transaction net worth -
PresidentPittsburgh Exit Planning Chapter Apr 2019 - Jul 2023We are an educational organization designed to educate business owners on the process to follow in order to build a business that is transferable through strong human, structural, customer and social capital. The future of you, your family and your business are address by exit planning through creating value Today.
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Financial AdvisorThe Business Transition Group With Ubs Jun 2017 - Jun 2020Exit Planning combines the Plan, Concept, Effort and Process into a clear, simple Strategy to build a business that is Transferable through strong human, structural, customer, and social capital. The future of you, your family, and your business are addressed by exit planning through creating value Today.
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Financial Advisor, CfpThe Baum Consulting Group With Ubs Aug 2012 - Jun 2020Zurich, ChWe work with great CEOs who don't want to sacrifice the important for the urgent in their business's. With our help they handle the immediate problem and still make sure to secure the future for their company and family. We leverage our relationships within UBS to help in this mission.
Brian Baum Education Details
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Penn State UniversityBusiness
Frequently Asked Questions about Brian Baum
What company does Brian Baum work for?
Brian Baum works for Interchange Capital Partners
What is Brian Baum's role at the current company?
Brian Baum's current role is CEO & President at Interchange Capital Partners.
What is Brian Baum's email address?
Brian Baum's email address is br****@****ubs.com
What schools did Brian Baum attend?
Brian Baum attended Penn State University.
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