Meet Interchange’s Newest Team Member: Austin Moore

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 Orimar 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

At Interchange Capital Partners, Austin officially joins the Financial Strategies division as an analyst, where his primary focus will be assisting business-owner clients with ownership transitions, liquidity strategies, and estate and trust planning. He will also rotate through the Investment Management and Family Office Solutions divisions, gaining a comprehensive understanding of the firm’s diverse service offerings.

During his time with the Financial Strategies team, Austin will work closely with senior members to analyze clients' personal and business goals, develop customized liquidity and succession strategies, and provide insights on business consulting. His responsibilities include identifying and cultivating client prospects, collaborating with different teams within the firm to structure ownership transition plans, and evaluating the financial impact of various planning strategies.

Austin’s role also involves conducting in-depth research on trust structures, tax-efficient estate planning solutions, and multi-generational wealth transfer strategies. He will help manage complex family office dynamics and provide strategic recommendations to optimize financial outcomes for clients. As part of the firm’s comprehensive advisory approach, he plays a key role in helping clients explore strategies aimed at preserving and growing their wealth and fostering continuity across generations.

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 mastery 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, trusting 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 founder and executive chairman of the board of Interchange Capital Partners, a premier family business advisory firm committed to empowering family-owned businesses. With over 45 years of experience, Ahmie specializes in guiding families to safeguard and grow their wealth through our strategic Clarity Foundation™.

Passionate about helping multi-generational family businesses, Ahmie excels at navigating their unique challenges, allowing them to focus on what they do best. One of his greatest joys is getting to know the firm’s clients personally, listening to their stories, understanding their journeys, and identifying and solving for the challenges that keep them up at night.

Ahmie collaborates closely with clients to help design comprehensive plans that address their obstacles, seize opportunities, and leverage their strengths. As he manages each family's complex and unique situations, Ahmie takes on their challenges as his own, fully committed to helping them work toward achieving their goals. His mission is to guide clients through their uncertainties, enabling them to move beyond their fears and confidently pursue their dreams.

Ahmie began his career at EF Hutton in 1979, eventually rising to the position of Senior Vice President. In 1993, he transitioned to Paine Webber, later acquired by UBS, where he spent nearly 27 years. During this time, he earned an Executive Certificate in Financial Planning from Duquesne University and obtained his CFP® designation. He holds a Certificate in Family Business Advising (CFBA) from the Family Firm Institute. He has been actively involved with Strategic Coach, an internationally renowned entrepreneurial coaching program, for over 20 years. Additionally, he has earned certificates from The Growth Institute, specializing in business growth, scaling, and cash management.

When he’s not working, Ahmie enjoys spending time with his wife, Sara, their three children, and three grandchildren. 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, has 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. INTERCHANGE CAPITAL PARTNERS does not provide investment advice prior to entering into an investment management agreement.

This material is proprietary and may not be reproduced, transferred, modified, or distributed in any form without prior written permission from INTERCHANGE CAPITAL PARTNERS. INTERCHANGE CAPITAL PARTNERS reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an “as is” basis without warranty. Any recommendations, projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.