Our Team Is Growing: Meet Tyler and Samuel!
March 31, 2023 by Interchange Capital Partners
By Ahmie Baum, CFP® CFBA
Growth is always a good thing, especially when it means expanding your business and the services you can provide to clients. With that being said, we would like to announce that the team here at Interchange Capital Partners is adding two new members: Tyler Houston and Samuel Hopps! They will be working as financial analysts, supporting the team to better deliver our services to our current clients. They will also eventually be reaching out to clients directly to gather information and work on projects. Get to know them a little better here, and don’t forget to welcome them the next time you are in the office.
Tyler comes to us from Northwestern Mutual, where he worked his way up from a planning associate to the Assistant Director of their Investment Services team for the entire Pittsburgh region. Prior to that, he worked in sales after graduating with a degree in finance and economics from Slippery Rock University. His experience managing the investment department at Northwestern Mutual provided a great opportunity to connect with their top advisors and help them grow their businesses to new heights. This experience makes him the perfect fit to work with us as a Private Analyst.
Tyler’s interest in working in the finance industry is personal. His family didn’t always make wise financial decisions when he was growing up. That experience motivates him to want to help prevent other families from making the same poor financial decisions and experiencing the negative effects that can bring. In his spare time, he loves to hang out with his dog, Arlow, and cheer on his favorite sports teams—the New York Giants and Notre Dame. Go Giants and The Fighting Irish!
Sam’s career path is a bit different. He started working in the financial industry after his first career with the U.S. Military. After high school, Sam joined the United States Army, serving in both Afghanistan and Iraq in support of Operation Enduring Freedom and Operation Iraqi Freedom. Sam graduated Cum Laude from Robert Morris University with a bachelor’s degree in finance. After RMU, Sam worked as a Pension Analyst working with defined contribution retirement plans. Before Interchange, Sam worked as a Credit & Collections Analyst for Industrial Scientific Corporation.
Sam’s grandfather introduced him to investing as a young child. He became intrigued by the incredible idea of being able to earn money with money. Sam currently lives in Clinton, PA, with his wife, Ashley, his son, Jaxon, and their dog, Cooper. Outside of work, he enjoys spending time with family and friends, traveling, and being outdoors.
Our Commitment to You
Tyler and Sam are valuable additions to our team and are committed to providing the same level of service our clients know and expect from us here at Interchange Capital Partners. If you’re looking for a personal, trusting partnership, please take advantage of our Second Opinion Service. Email us at email@example.com or call our office at 412-307-4230 to schedule an introductory appointment. We look forward to hearing from you!
Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 42 years of working with Wall Street Banks and Financial Services Firms; Interchange Capital Partners provides family office and transition services for family businesses.
Interchange Capital Partners helps families protect and grow their family capital 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 1973 and transitioned to UBS in 1993. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement. Ahmie has a Certificate in Family Business Advising (CFBA) from the Family Firm Institute.
Ahmie and his wife, Sara, have three children and two granddaughters; they live in Pittsburgh and Sarasota. He has found yoga, meditation, and plant-based eating to enhance his values of health, love, and gratitude. He enjoys woodturning, golf, reading, music, and biking as well as time with family and friends. He and Sara are very active within the charitable community.
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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