InvesTrust Wealth Management
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Gregory Baum, CFA

Gregory BaumGregory Baum joined InvesTrust in 2017.  In his role as senior portfolio manager, Gregory is responsible for creating and managing long-term investment plans for high-net-worth families and institutions.

Gregory has over 10 years of experience in the investment and financial services industry.  Most recently he served as portfolio manager at an Oklahoma City-area trust company, and prior to that he was an associate portfolio manager at a major financial institution in his hometown of Chicago.

Gregory earned an MBA from the Kelley School of Business at Indiana University.  He holds a B.S. in Actuarial Science and Statistics from Purdue University.  He has been a CFA charterholder since 2014, and is currently an officer of the CFA Society Oklahoma.

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Participant Hotline: 800 716-3742

Contact Information

InvesTrust

5100 N. Classen Blvd.
Suite 620
Oklahoma City, OK 73118

T: 405.843.7177
F: 405.843.7835
E: investrust@investrust.com

Hours of Operation

Monday through Friday
8:00 am to 5:00 pm

InvesTrust is closed for the following holidays:

Monday, Jan 1 New Year’s Day
Monday, Feb 19 Washington’s Birthday
Monday, May 27 Memorial Day
Thursday, Jul 4 Independence Day
Monday, Sep 2 Labor Day
Monday, Oct 14 Columbus Day
Monday, Nov 11 Veterans Day
Thursday, Nov 28 Thanksgiving
Friday, Nov 29 Thanksgiving
Wednesday, Dec 25 Christmas


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