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
- 2026 -now Director of Investments and Co-Chief Investment Officer @
- 2017 -2026 Senior Portfolio Manager @
- 2015 -2017 Portfolio Manager, Vice President @
- 2014 -2015 Associate Portfolio Manager, 2nd Vice President @
- 2011 -2014 Investment Associate, Officer @
- 2008 -2011 Team Leader - Investment Support Services - Fees @
- 2007 -2008 Senior Pension Fund Accounting Analyst @
Gregory Baum Education
- Indiana University - Kelley School of Business
Master of Business Administration (MBA)
- Purdue University
Dual B.S. (Actuarial Science & Statistics)
- Loyola Academy
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 1 mobile phone numbers on RocketReach.
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Others Named Gregory Baum
Gregory Baum
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Top InvesTrust Employees
Gregory Baum
Director of Investments and Co-Chief Investment Officer
Oklahoma City, OK, US
Taelor Connell
Trust Officer
Oklahoma City, OK, US
Garrett Johnson
Portfolio Manager
Oklahoma City, OK, US
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