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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