Owner
Jb Squared Investment Consulting
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Jonathan Baum Email & Phone Number
Owner
at
JB Squared Investment Consulting
1 work email found
@russellinvestments.com
3 phones found area 402 and 212
LinkedIn matched
4 data sources
Profile completeness 100%
Who is Jonathan Baum? Overview
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Quick answer
Jonathan Baum is listed as Owner at JB Squared Investment Consulting, based in Stuart, Florida, United States. AeroLeads shows a work email signal at russellinvestments.com, phone signal with area code 402, 212, and a matched LinkedIn profile for Jonathan Baum.
Jonathan Baum previously worked as Independent Board director at The Caprock Group and Independent Board Director at Russell Investments. Jonathan Baum holds Ba, English from Bucknell University.
Company email context
Email format at JB Squared Investment Consulting
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{first_initial}{last}@russellinvestments.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Baum. Compare company email patterns before reaching out.
Profile bio
About Jonathan Baum
Jon is a senior financial services executive who works with companies to set strategy and focus on execution. He serves as an independent consultant and board members for several companies.
Listed skills include Alternative Investments, Asset Management, Mutual Funds, Investments, and 21 others.
Current workplace
Jonathan Baum's current company
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13 roles · 17 years
Jonathan Baum work experience
A career timeline built from the work history available for this profile.
Independent Board Director
Current
Apr 2022 - Present
Independent Board Director
Current
Jan 2021 - Present
Chair And Board Director
Current
Orion Advisor Solutions
Feb 2016 - Present
Owner
Current
Jb Squared Investment Consulting
Jon utilizes his years of experience in senior leadership positions with major financial corporations, to providing Senior Executive Business Consulting.
Jun 2014 - Present
Senior Advisor/Board Member
Ridgeworth Investments
I acted as an advisor to the senior managment team of Ridgeworth Investments. I helped to set and execute the strategic direction of the firm. I joined the board as of November 2015. I was actively involved in the process of selling RidgeWorth to Virtus Investment Partners in 2017.
Jun 2014 - Jun 2017
Owner
Chelsea Lynne Charters, Llc
Chelsea Lynne Charters, was a sport fishing charter company operating out of Singer Island, Palm Beach Gardens, Florida. We closed the business in June of 2017
Oct 2013 - Jun 2017
Director
Holderness School
2012 - Apr 2016
Ceo
Dreyfus Corporation
Mar 2006 - Jan 2013
Board Of Governors
Ici
2009 - 2012
~3 yrs
Ceo
Scudder Distributors
Jul 2002 - Jan 2005
Evp
Ubs
Jan 1998 - Jul 2002
Managing Director
Painewebber
Jan 1984 - Jan 1998
2 education records
Jonathan Baum education
Ba, English
High School Diploma
Smithtown High School East
FAQ
Frequently asked questions about Jonathan Baum
Quick answers generated from the profile data available on this page.
What company does Jonathan Baum work for?
Jonathan Baum works for JB Squared Investment Consulting.
What is Jonathan Baum's role at JB Squared Investment Consulting?
Jonathan Baum is listed as Owner at JB Squared Investment Consulting.
What is Jonathan Baum's email address?
AeroLeads has found 1 work email signal at @russellinvestments.com for Jonathan Baum at JB Squared Investment Consulting.
What is Jonathan Baum's phone number?
AeroLeads has found 3 phone signal(s) with area code 402, 212 for Jonathan Baum at JB Squared Investment Consulting.
Where is Jonathan Baum based?
Jonathan Baum is based in Stuart, Florida, United States while working with JB Squared Investment Consulting.
What companies has Jonathan Baum worked for?
Jonathan Baum has worked for Jb Squared Investment Consulting, The Caprock Group, Russell Investments, Orion Advisor Solutions, and Ridgeworth Investments.
How can I contact Jonathan Baum?
You can use AeroLeads to view verified contact signals for Jonathan Baum at JB Squared Investment Consulting, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Baum attend?
Jonathan Baum holds Ba, English from Bucknell University.
What skills is Jonathan Baum known for?
Jonathan Baum is listed with skills including Alternative Investments, Asset Management, Mutual Funds, Investments, Series 7, Securities, Equities, and Wealth Management.
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