Nadav Baum is a shareholder of BPU
Investment Management, Inc. with more than 25 years of experience in the
financial services industry. He is well known in the financial
industry, locally and nationally. As a regular CNBC Online contributor,
Baum is often asked for his opinion on a range of financial and economic
Baum takes a holistic approach to
wealth management and has advised high net-worth individuals and their families
throughout his career. He works with the BPU team, which offers diverse skill sets to assist clients in all aspects and stages of the
wealth management cycle of accumulation, distribution, and transfer. Baum believes that every client deserves outstanding customer service and in-depth
planning services. He currently holds Financial Industry Regulatory Authority Series 7, 24, 31, 63, and 65 licenses.
Baum is actively involved in several local nonprofit
organizations. He currently is a member of the Business Advisory Council of Indiana
University of Pennsylvania, the Advisory Board of the
Amyotrophic Lateral Sclerosis Association of Western Pennsylvania, and the Circles Board of the Pittsburgh Cultural Trust.
He holds a bachelor's degree in Finance from Indiana University of Pennsylvania.
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