Meet Our Team Member: Ahmie Baum
April 16, 2021 by Interchange Capital Partners
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 had Phd’s in Education), but it quickly became a passion of mine and a cornerstone of who I am. Another, less jovial formative moment in my youth was my father’s business going bankrupt when I was very young. My family had no safety net in place, and from that point on, it felt like we were walking a tightrope; one financial misstep would have left our family with nothing. I knew I wanted something different for my own family. I read a book when I was in high school, Think and Grow Rich by Napoleon Hill, and one line in it struck me more than all the others: “If you help enough people get what they want, you will get what you want!” Just like that, I knew what my calling was.
Building My Career
I graduated from the University of Pittsburgh with a bachelor’s degree in psychology. After graduation, I got a job with the stock brokerage firm EF Hutton in 1979, where I was able to learn the business from the ground up and eventually became a Senior Vice President. In 1993 I transitioned to Paine Webber which was purchased by UBS, where I spent nearly 27 years of my career. During my time there, I earned an Executive Certificate in Financial Planning from the Duquesne University School of Leadership & Professional Advancement; and earned my CFP® designation. I also earned the prestigious Wealth Advisor designation and was nationally recognized by being named in Barron’s Top 1,000 Financial Advisor List.
My Career Today
Today I am the CEO and founder of Interchange Capital Partners. We have a deep understanding of our clients’ unique challenges and the complexities that come along with owning a family business (Brian is my son). We also understand how much trust is required in my industry. Many of us came from wire house firms and saw firsthand the frustration and anxiety that comes with trusting your future and your life savings to someone with whom you don’t have a personal relationship. As an independent RIA with over 40 years of experience, we offer our clients ownership over their financial future and provide tried-and-true guidance. Whether it is business planning, family, or personal, We have the knowledge to see the full picture and design a plan of action that will work for you.
Why I Love What I Do
One of my favorite aspects of my job is getting to know clients and hearing their personal stories. I want to know where they have been, the challenges they’ve faced, and the problems keeping them up at night. Together, we work side by side with our clients to collaborate and design a comprehensive plan to help them navigate their financial obstacles, capture opportunities, and capitalize on their strengths. While managing their complex and unique situations, we take our clients’ challenges personally and own the responsibility of helping them create financial goals. We help them get to the other side, where they can potentially ease their fears, so they can pursue their dreams.
Are You Ready For A Different Financial Future?
Finances can be stressful and complicated, but you don’t have to have all the answers. The best thing you can do for yourself and your business is to find a trusted advisor to help guide you through the complexities so you can preserve and grow your wealth. Interchange Capital Partners is here to help! Email us at firstname.lastname@example.org or call our office at 412-307-4230 to schedule an introductory appointment.
Ahmie E. Baum is the CEO and founder of Interchange Capital Partners, an independent registered investment advisory firm providing collaborative, comprehensive, and disciplined wealth management around Transition Planning Unlocking a Lifetime of Work. With over 40 years of experience, Ahmie specializes in serving individuals, professionals, and family-owned businesses, helping them manage the complexity that comes with their unique circumstances. He is known for giving his clients guidance, education, and resources to make wise financial decisions that help them protect their wealth while achieving their goals. Ahmie and his firm strive to go above and beyond with their unparalleled client service and family office services that help their clients experience confidence in their future.
Ahmie graduated from the University of Pittsburgh with a bachelor’s degree in psychology and holds the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement. He is also a CERTIFIED FINANCIAL PLANNER™ professional. He recently received the Certificate for Family Business Advising (CFBA) from the Family Firm Institute. He spent 42 years working at EF Hutton and UBS, where he earned the prestigious Wealth Advisor designation. Nationally recognized, Ahmie has been named in the past to the Barron’s Top 1,000 Financial Advisor List. When he’s not working, Ahmie enjoys spending time with his wife, Sara, their three children, and their granddaughter. He also enjoys investing in his health through 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 serves as the Foundation Chair of the Jewish Federation Community Foundation of Greater Pittsburgh and supports the Big Brothers Big Sisters of America (BBBS). To learn more about Ahmie, connect with him on LinkedIn. You can also watch his latest webinar on The Hidden Dangers of Not Having an Exit Plan.
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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