![Greg Baum](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Gregory Baum, CFA MBA, is a Vice President & Portfolio Manager at Heritage Trust Co. Mr. Baum joined the Heritage team in 2015 and brings over10 years of experience in the trust and investment industry.
He serves as Vice President, Portfolio Manager assisting clients with managing and growing their investments.
He was previously with Northern Trust where he held several investment-related positions.
Most recently he was a portfolio manager working with high-net-worth clients, trusts, and institutions and had previously managed the day-to-day operations for a team of accounting analysts.
Mr. Baum graduated with a MBA from the Kelley School of Business at Indiana University in 2016.
Prior to obtaining his master’s degree, he received a bachelor of science in statistics and actuarial science from Purdue University.
He holds the Chartered Financial Analyst designation and has extensive experience in accounting, auditing, taxes, performing wealth projections and cash flow analysis.
Former positions of Greg Baum
| Companies | Position | End |
|---|---|---|
Heritage Trust Co.
 Heritage Trust Co. Investment ManagersFinance Heritage provides a broad range of investment management services designed to optimize the performance of client’s financial assets based on their unique needs and investment strategy. | Portfolio Manager-Equities | 2017-09-30 |
Training of Greg Baum
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kelley School of Business
 Kelley School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Heritage Trust Co.
Heritage Trust Co. Investment ManagersFinance Heritage provides a broad range of investment management services designed to optimize the performance of client’s financial assets based on their unique needs and investment strategy. | Finance |
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