Brian Baum

Brian Baum Email and Phone Number

CEO & President at Interchange Capital Partners @ Interchange Capital Partners
Brian Baum's Location
Pittsburgh, Pennsylvania, United States, United States
Brian Baum's Contact Details

Brian Baum personal email

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.

Brian Baum's Current Company Details
Interchange Capital Partners

Interchange Capital Partners

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CEO & President at Interchange Capital Partners
Brian Baum Work Experience Details
  • Interchange Capital Partners
    Ceo & President
    Interchange Capital Partners Sep 2024 - Present
    Pittsburgh, Pennsylvania, Us
  • Interchange Capital Partners
    President
    Interchange Capital Partners Apr 2024 - Sep 2024
    Pittsburgh, Pennsylvania, Us
  • Interchange Capital Partners
    Managing Director
    Interchange Capital Partners Jun 2020 - Apr 2024
    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 strategy for their company.
  • Defiant Interchange Advisors
    Partner
    Defiant Interchange Advisors Jan 2022 - Present
    Defiant Interchange Advisors is a holistic M&A advisory company focused on the intersection of business value and post-transaction net worth
  • Pittsburgh Exit Planning Chapter
    President
    Pittsburgh Exit Planning Chapter Apr 2019 - Jul 2023
    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.
  • The Business Transition Group With Ubs
    Financial Advisor
    The Business Transition Group With Ubs Jun 2017 - Jun 2020
    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.
  • The Baum Consulting Group With Ubs
    Financial Advisor, Cfp
    The Baum Consulting Group With Ubs Aug 2012 - Jun 2020
    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.

Brian Baum Education Details

  • Penn State University
    Penn State University
    Business

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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