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 @ Dimensional Fund Advisors
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2023 - 2025 Portfolio Manager and Vice President @ Dimensional Fund Advisors
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2020 - 2023 Portfolio Manager @ Dimensional Fund Advisors
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2018 - 2020 Associate Portfolio Manager @ Dimensional Fund Advisors
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2013 - 2018 Structured Notes Trader @ Morgan Stanley
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2013 - 2013 Municipal Credit Analyst @ Syncora Guarantee
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2008 - 2013 Production Assistant and Associate Producer @ NBC Universal
2012 - 2012 Equity Research Intern @ Ardour Capital Investments
2007 - 2007 Intern, Municipal Securities Division @ Citi
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Casey Baum Education

Fordham University - Graduate School of Business Administration
MBA (Finance)
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

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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 Finance @ 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 3 emails and 1 mobile phone numbers on RocketReach.

Casey Baum Emails

Found 3 emails

Casey Baum Phone Numbers

Found 2 phone numbers

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Casey Baum

Enterprise Customer Success Lead at Buddy

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Casey Baum

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- +1 717-856-XXXX
- +1 717-684-XXXX
- +1 717-856-XXXX
- +1 717-629-XXXX
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