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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