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Brian Baum Email & Phone Number

CEO and President at Interchange Capital Partners
Location: Pittsburgh, Pennsylvania, United States 8 work roles 1 school
1 work email found @interchangecp.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@interchangecp.com
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Current company
Interchange Capital Partners
Role
CEO and President
Location
Pittsburgh, Pennsylvania, United States

Who is Brian Baum? Overview

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Quick answer

Brian Baum is listed as CEO and President at Interchange Capital Partners, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at interchangecp.com and a matched LinkedIn profile for Brian Baum.

Brian Baum previously worked as CEO & President at Interchange Capital Partners and President at Interchange Capital Partners. Brian Baum holds Bs, Psychology, Business from Penn State University.

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Email format at Interchange Capital Partners

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{first}.{last}@interchangecp.com
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AeroLeads found 1 current-domain work email signal for Brian Baum. Compare company email patterns before reaching out.

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Profile bio

About Brian Baum

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.

Current workplace

Brian Baum's current company

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Interchange Capital Partners
Interchange Capital Partners
CEO and President
Website
interchangecp.com
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Company profile
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8 roles

Brian Baum work experience

A career timeline built from the work history available for this profile.

Managing Director

Interchange Capital Partners

Pittsburgh, Pennsylvania, US

Interchange 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.

Jun 2020 - Apr 2024

Partner

Defiant Interchange Advisors

Defiant Interchange Advisors is a holistic M&A advisory company focused on the intersection of business value and post-transaction net worth

President

Pittsburgh Exit Planning Chapter

We 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.

Apr 2019 - Jul 2023

Financial Advisor

The Business Transition Group With Ubs

Exit 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.

Jun 2017 - Jun 2020

Financial Advisor, Cfp

The Baum Consulting Group With Ubs

Zurich, CH

We 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.

Aug 2012 - Jun 2020
Team & coworkers

Colleagues at Interchange Capital Partners

Other employees you can reach at interchangecp.com. View company contacts →

KK Kendra Kasznel Reilly, Cfp®,Cima ®, Cepa® Kendra Kasznel Reilly, Cfp®,Cima ®, Cepa® Colleague at Interchange Capital Partners Greater Pittsburgh Region, United States View → AA Alyssa Albaugh Alyssa Albaugh Colleague at Interchange Capital Partners Pittsburgh, Pennsylvania, United States, United States View → SH Samuel Hopps Samuel Hopps Colleague at Interchange Capital Partners Clinton, Pennsylvania, United States, United States View → AM Austin Moore Austin Moore Colleague at Interchange Capital Partners Pittsburgh, Pennsylvania, United States, United States View → KS Kathy Saksa Kathy Saksa Colleague at Interchange Capital Partners Pittsburgh, Pennsylvania, United States, United States View → CD Chris Duerr, Cfa, Cfp® Chris Duerr, Cfa, Cfp® Colleague at Interchange Capital Partners Greater Pittsburgh Region, United States View → PM Paige Miller Paige Miller Colleague at Interchange Capital Partners Purchase, New York, United States, United States View →
1 education record

Brian Baum education

  • Penn State University
    Penn State University
    Business
FAQ

Frequently asked questions about Brian Baum

Quick answers generated from the profile data available on this page.

What company does Brian Baum work for?

Brian Baum works for Interchange Capital Partners.

What is Brian Baum's role at Interchange Capital Partners?

Brian Baum is listed as CEO and President at Interchange Capital Partners.

What is Brian Baum's email address?

AeroLeads has found 1 work email signal at @interchangecp.com for Brian Baum at Interchange Capital Partners.

Where is Brian Baum based?

Brian Baum is based in Pittsburgh, Pennsylvania, United States while working with Interchange Capital Partners.

What companies has Brian Baum worked for?

Brian Baum has worked for Interchange Capital Partners, Defiant Interchange Advisors, Pittsburgh Exit Planning Chapter, The Business Transition Group With Ubs, and The Baum Consulting Group With Ubs.

Who are Brian Baum's colleagues at Interchange Capital Partners?

Brian Baum's colleagues at Interchange Capital Partners include Kendra Kasznel Reilly, Cfp®,Cima ®, Cepa®, Alyssa Albaugh, Samuel Hopps, Austin Moore, and Kathy Saksa.

How can I contact Brian Baum?

You can use AeroLeads to view verified contact signals for Brian Baum at Interchange Capital Partners, including work email, phone, and LinkedIn data when available.

What schools did Brian Baum attend?

Brian Baum holds Bs, Psychology, Business from Penn State University.

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