Interchange Team Members Promoted to New Roles

By Ahmie Baum, CFP® CFBA

Interchange Capital Partners, a Family Business Advisory Firm based in Pittsburgh, PA, has promoted three veteran team members to new, enhanced roles within the organization, taking effect in April 2024.

Brian Baum, Chris Duerr, and Kendra Kasznel Reilly assume higher leadership roles with Interchange Capital Partners after building exceptional track records over the years. In taking on these new responsibilities, they reaffirm their focus on client-based solutions and innovative strategies that support the growing needs of families.

All three candidates have worked with Interchange for a number of years, fostering strong relationships with our clients and partners. Their work has helped establish Interchange as groundbreakers in family business advisory services. We believe their enhanced responsibilities can further Interchange’s mission to provide high-quality consultation and strategy development for our clients.

Brian D. Baum, CFP®, CEPA®: President

Interchange has named Brian D. Baum to the role of President, promoting him from his previous role as Managing Director. As President, Brian will steer Interchange’s market growth and strategic decisions, as well as reinforce Interchange’s supportive corporate culture, focusing on meeting our clients’ complex needs.

A Penn State graduate, Brian is a Certified Exit Planning Advisor and holds the CERTIFIED FINANCIAL PLANNER™ designation. He’s Co-Founder and past President of the Pittsburgh Exit Planning Chapter, a business forum that deals with exit strategies and business transitions.

Brian will optimize Interchange’s operations to be more efficient, productive, and compliant, overseeing Interchange’s finances, budget, and the recruitment of new talent along the way.

Going forward, Brian will be “the face of Interchange” in the industry, serving to spark innovation to keep Interchange competitive and interact with our client base. We believe appointing Brian as President can highlight his unique abilities and talents.

Chris Duerr, CFA, CFP®, CEPA®: Managing Director, Investments

Chris Duerr, an Interchange Capital Partner team member for over 10 years, has been named Managing Director of Investments. Chris, one of only a handful of financial professionals with both Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ credentials, is poised to lead Interchange’s investment strategy and risk management efforts.

Chris is a University of Pittsburgh graduate. He’s also a Certified Exit Planning Advisor, helping business owners transition to new phases of life while yielding maximum value from assets and investments.

Chris will partner directly with Interchange’s stakeholders and investors to build better business relationships. He’ll lead Interchange’s drive toward improving technology and sustainable practices in the investment market, allocating resources to bolster efficiency and results.

Kendra Kasznel Reilly, CFP®, CIMA®, CEPA®: Managing Director, Relationship Management

Kendra Kasznel Reilly has been named Managing Director of Interchange’s Relationship Management. She will continue to collaborate with families and advisors in key areas of Private wealth and family office, serving as the main contact for current clients and leading efforts in pursuing new ones.

Kendra graduated from the University of Pittsburgh with a double major in communications and English writing. She earned an Executive Certificate in Financial Planning through Duquesne University and has since earned her CERTIFIED FINANCIAL PLANNER™ designation, Certified Investment Management Analyst® (CIMA®) credential, and Certified Exit Planning Advisor (CEPA) credential.

As Managing Director, Kendra will develop blueprints for improving relationships and finding customized strategies for Interchange clients. She will work closely with regulatory agencies to maintain compliance and lead Interchange’s drive toward improving technology and sustainable practices. She will streamline processes, compliance, and best practices. Kendra will also mentor up-and-coming Interchange team members, concentrating on succession planning and shaping professional futures.

New Leaders, Reliable Financial Strategies

With these three promotions, Interchange Capital Partners looks forward to advancing our reputation in high-quality consultation and strategy development for family-owned businesses. Interchange believes these promotions will strengthen our service and reinforce our commitment to our clients.

If you’re looking for a personal, trusting partnership, please take advantage of our Second Opinion Service. Contact us on our website, email us at team@interchangecp.com, or call our office at 412-307-4230 to schedule an introductory appointment.

About Ahmie

Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 44 years of working with Wall Street banks and financial services firms on behalf of families.

Interchange Capital Partners provides family office and transition strategy services for family businesses, helping families protect and grow their family capital with clarity, understanding, and action by being relevant and resourceful around their unique circumstances.

As a graduate of the University of Pittsburgh, Ahmie began his career with EF Hutton in 1979 and transitioned to UBS in 1993. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®), received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement and has a Certificate in Family Business Advising (CFBA) from the Family Firm Institute. He also has Certificates from The Growth Institute around Growing and Scaling Business and Cash Management. For the past 20 years, he has been involved with Strategic Coach, an international entrepreneurial training program.

When he’s not working, Ahmie enjoys spending time with his wife, Sara, their three children, and their granddaughters. He recognizes that health is wealth so he has committed to daily yoga, meditation, and plant-based eating. His other hobbies include woodturning, golf, reading, listening to music, and biking. He is active in his community and served as the Foundation Chair of the Jewish Federation Community Foundation of Greater Pittsburgh and supports various philanthropic endeavors. To learn more about Ahmie, connect with him on LinkedIn. 

Interchange Capital Partners, LLC, (“INTERCHANGE CAPITAL PARTNERS”) is a registered investment adviser with the Securities and Exchange Commission providing investment advisory and financial planning services. Any reference to the terms “registered investment adviser” or “registered” does not imply that INTERCHANGE CAPITAL PARTNERS or any person associated with INTERCHANGE CAPITAL PARTNERS has achieved a certain level of skill or training. A copy of INTERCHANGE CAPITAL PARTNERS’s current written disclosure (ADV 2A Firm Brochure) discussing our advisory services and fees is available for your review upon request. INTERCHANGE CAPITAL PARTNERS, in addition to providing investment advisory and financial planning services, provides business consulting services. In connection with its business consulting services, INTERCHANGE CAPITAL PARTNERS does not provide tax or legal advice.

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