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, Mr. Baum is often asked for his opinion on an extensive range of financial
and economic issues.
Mr. 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. Mr. 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.
Mr. 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.
Nadav holds a bachelor's degree in Finance from Indiana University of Pennsylvania.
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