InvesTrust Wealth Management
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Gregory Baum, CFA

Gregory BaumGregory Baum joined InvesTrust Consulting in 2017 and serves as a consultant for the firm’s non-affiliated clients

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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Contact Information

InvesTrust Consulting, LLC

5100 N. Classen Blvd.
Suite 600
Oklahoma City, OK 73118

T: 405.843.7046
F: 405.843.7058
E: consulting@investrust.com

Hours of Operation

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

InvesTrust is closed for the following holidays:

Wednesday, Jan 1 New Year’s Day
Monday, Jan 20 Martin Luther King Day
Monday, Feb 17 President’s Birthday
Monday, May 26 Memorial Day
Thursday, June 19 Juneteenth
Friday, Jul 4 Independence Day
Monday, Sep 1 Labor Day
Thursday, Nov 27 Thanksgiving
Friday, Nov 28 Thanksgiving
Thursday, Dec 25 Christmas


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