In The News

Nov 17, 2021

Meet Our Team Member: Kathy Saksa

In The News

By Kathy Saksa My parents gave me (and my five siblings) the best example of hard work, dedication, and perseverance—values that became ingrained into my […]

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Oct 12, 2021

Breast Cancer Awareness Month: A Cause Worth Advocating For

In The News

By Ahmie Baum We often become compassionate about a mission when an experience touches our personal lives. While some know, many here may not; I […]

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Oct 12, 2021

Meet Our Team Member: Kendra Kasznel Reilly

In The News

By Kendra Reilly, CFP®, CIMA®, CEPA® I learned the value of a dollar and the importance of being a good steward of your financial resources […]

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Sep 20, 2021

Introducing Troy, Our Newest Team Member

In The News

By Troy Martin We’re pleased to announce that our Interchange Capital Partners team is growing! As we serve more clients and offer customized, comprehensive services, […]

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Sep 10, 2021

Meet Our Team Member: Chris Duerr

In The News

By Chris Duerr, CFA® CFP® I grew up in a family of medical professionals. As a kid, I remember my dad’s pager going off at […]

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Aug 12, 2021

How Advisors Can Help Clients Give New Life to Family Businesses

In The News

Barron’s Magazine speaks with Ahmie and Brian Baum about how advisors can help clients give new life to family businesses by improving collaboration and articulating […]

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Aug 11, 2021

Meet Our Team Member: Evan Fitzpatrick

In The News

By Evan Fitzpatrick Thinking back to the Great Recession of 2007-2009 strikes fear in many hearts. But, ironically, that financial crisis is what motivated me […]

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Jun 29, 2021

It’s Interchange Capital Partners’ First Anniversary!

In The News

By Ahmie Baum What a year it’s been! One year ago (in the midst of a pandemic, no less), we opened the doors of Interchange […]

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May 17, 2021

Meet Our Team Member: Brian Baum

In The News

By Brian Baum, CFP® Sometimes life doesn’t go as planned, like not getting your dream internship with the Pittsburgh Penguins! But that just means other […]

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Apr 16, 2021

Meet Our Team Member: Ahmie Baum

In The News

I was raised in a home where helping people was a foundational element of my upbringing. Helping people was my parents’ job (as they both […]

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