Gregory Baum Email & Phone Number
Director of Investments and Co-Chief Investment Officer @ InvesTrust
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Gregory Baum Location
- Oklahoma City, OK, US
Gregory Baum Work
- Director of Investments and Co-Chief Investment Officer @ (January 2026 - Present)
- Senior Portfolio Manager @ (November 2017 - January 2026)
- Portfolio Manager, Vice President @ (February 2015 - October 2017)
- Associate Portfolio Manager, 2nd Vice President @ (April 2014 - February 2015)
- Investment Associate, Officer @ (October 2011 - April 2014)
- Team Leader - Investment Support Services - Fees @ (October 2008 - October 2011)
- Senior Pension Fund Accounting Analyst @ (March 2007 - October 2008)
Gregory Baum Education
- Indiana University - Kelley School of Business
Master of Business Administration (MBA)
- Loyola Academy
- Purdue University
Dual B.S. (Actuarial Science & Statistics)
Gregory Baum Skills
- Portfolio Management
- Investments
- Wealth Management
- Asset Allocation
- Mutual Funds
- Equities
- Securities
- Fixed Income
- Asset Management
- Trading
- Investment Strategies
- Valuation
- Investment Management
- Alternative Investments
- High Net Worth Individuals
- Financial Analysis
- Management
- Microsoft Office
- Strategic Planning
- Project Management
- Customer Service
- Training
- Microsoft Excel
- Leadership
Gregory Baum Summary
- Gregory Baum, based in Oklahoma City, OK, US, is currently a Director of Investments and Co-Chief Investment Officer at InvesTrust. Gregory Baum brings experience from previous roles at InvesTrust, Heritage Trust Company and Northern Trust Corporation. Gregory Baum holds a Master of Business Administration (MBA) @ Indiana University - Kelley School of Business. With a robust skill set that includes Portfolio Management, Investments, Wealth Management, Asset Allocation, Mutual Funds and more. Gregory Baum has 2 emails and 2 mobile phone numbers on RocketReach.
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Top InvesTrust Employees
Kimberley Horne
Front Desk Receptionist
Oklahoma City, OK, US
Garrett Johnson
Portfolio Manager
Oklahoma City, OK, US
Jacob Janzen
Investment Associate
Oklahoma City, OK, US
Taelor Latimer
Trust Officer
Oklahoma City, OK, US
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