Casey Baum Email & Phone Number
Senior Portfolio Manager and Vice President @ Dimensional Fund Advisors
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Casey Baum Location
- Charlotte, NC, US
Casey Baum Work
- 2025 -now Senior Portfolio Manager and Vice President @
- 2023 -2025 Portfolio Manager and Vice President @
- 2020 -2023 Portfolio Manager @
- 2018 -2020 Associate Portfolio Manager @
- 2013 -2018 Structured Notes Trader @
- 2013 -2013 Municipal Credit Analyst @
- 2008 -2013 Production Assistant and Associate Producer @
- 2012 -2012 Equity Research Intern @
- 2007 -2007 Intern, Municipal Securities Division @
Casey Baum Education
- Fordham University - Graduate School of Business Administration
MBA (Fordham Finance Society VP - Competitions Phi Kappa Phi National Honor Society Beta Gamma Sigma National Honor Society Financial Management Association (FMA) Honor Society New York Society of Security Analysts (NYSSA) Fordham Student Chapter Dean's List GPA 4.0)
2012-2013 - Manhattan University
B.S. (Business Management)
2005-2008
Casey Baum Skills
- Investment Selection
- Wealth Management Services
- Asset Allocation
- Mutual Funds
- Programming Languages
- Datasets
- Statistics
- Programming
- Mathematics
- Alpha Generation
- Key Performance Indicators
- External Communications
- Competitive Analysis
- Technology Solutions
- Interpersonal Communication
- Market Structure
- ETFs
- Asset Management
- Due Diligence
- Problem Solving
- Training Presentations
- Communication
- Presentations
- Chartered Financial Analyst
- Financial Modeling
- Financial Analysis
- Microsoft Excel
- Equities
- Bloomberg Terminal
- Bloomberg
- Research
- Broadcast
- Valuation
- Data Analysis
- Leadership
- Analytics
- Fixed Income
- PowerPoint
- Microsoft Office
- Microsoft Word
- Business Analysis
- Finance
- Series 7
- Series 63
- Series 55
- Series 52
- Trading
- Investments
- Capital Markets
- Securities
Casey Baum Summary
- Casey Baum, based in Charlotte, NC, US, is currently a Senior Portfolio Manager and Vice President at Dimensional Fund Advisors. Casey Baum brings experience from previous roles at Dimensional Fund Advisors and Morgan Stanley. Casey Baum holds a 2012 - 2013 MBA in Fordham Finance Society VP - Competitions Phi Kappa Phi National Honor Society Beta Gamma Sigma National Honor Society Financial Management Association (FMA) Honor Society New York Society of Security Analysts (NYSSA) Fordham Student Chapter Dean's List GPA 4.0 @ Fordham University - Graduate School of Business Administration. With a robust skill set that includes Investment Selection, Wealth Management Services, Asset Allocation, Mutual Funds, Programming Languages and more. Casey Baum has 2 emails and 1 mobile phone numbers on RocketReach.
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