Meet Our Team Member: Ahmie Baum - 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 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 43 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 the Big Brothers Big Sisters of America (BBBS). 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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