By Ahmie Baum, CFP® CFB
Interchange Capital Partners is pleased to announce the addition of Austin Moore to our firm. Austin’s commitment to fostering strong client relationships aligns perfectly with our firm’s core values.
Passionate about helping individuals and families pursue their financial goals, Austin is fully committed to providing excellent service and support to our clients. I’m confident that he will be an invaluable asset to Interchange, and I look forward to the contributions he will make to our firm.
Let’s get to know more about Austin!
Austin’s Background
As the recent recipient of a Bachelors of Science degree in Finance from the Indiana University of Pennsylvania, most of Austin’s experiences stem from his various internships. Before joining our firm, he was a private equity intern at Naimad Capital, an asset management and deal sourcing extern with Colton Alexander, and a business intern with Ameristock Metals.
These internships allowed Austin to expand his skills and further develop the leadership traits he gained while participating in four different university organizations; Student Managed Investment Portfolio, Student Finance Association, College of Business Student Advisory Council, and Phi Gamma Nu, a business leadership fraternity..
Why Austin Chose the Finance Industry
Austin’s entrée into the world of finance began in high school with his coursework in finance and investment management. These courses exposed him to the intricacies of investment strategies, personal finance, and accounting.
It was during this time that Austin noticed he was more passionate about investing and finance than video games and other hobbies he had at the time. This interest continued to blossom during his time in College.
Austin’s Role With Interchange Capital Partners
Austin’s most outstanding attribute is his unquenchable thirst for growth. Since he started, I’ve watched Austin continue to educate himself through various newsletters, podcasts, meetings, and networking events. I’m thoroughly impressed by Austin’s willingness to go above and beyond.
Austin officially joins the Financial Strategies division as an analyst and will rotate every eight months through the Investment Management and Family Office Solutions divisions. While on the Financial Strategies team, he’ll identify and cultivate client prospects, analyze clients’ personal and business goals, and partner with other members of the firm to guide clients toward their goals. He’ll also work on liquidity strategies to help clients navigate ownership transitions.
I have no doubt that Austin’s skills will increase exponentially as he gains the knowledge and experience needed to help our business-owner clients.
Austin’s Life Outside of Work
A huge golf fan, Austin started playing about 12 years ago and competed for his high school team. He’s also a big film buff and loves to watch movies, write reviews, and collect physical media.
We’re Thrilled to Add Standouts Like Austin Moore to Our Team
We’re always looking to add talented individuals like Austin Moore to our firm. I’m confident that his enthusiasm for the world of finance and his well-crafted range of skills will continue to flourish as he settles into his new role with us. We look forward to him building solid and effective relationships with our clients.
At Interchange Capital Partners, we’ve developed a proficiency of both helping our clients understand where they are today and building comprehensive plans for their future. With this type of transition planning, we fully consider the impact on our clients’ personal wealth and their families.
If you’re looking for a personal, partnership, reach out today by emailing team@interchangecp.com or calling 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 global banks and financial services firms on behalf of families.
Interchange Capital Partners provides family office and transition strategy services for family businesses, helping families aim to 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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