Nadav Baum is the executive vice president of Wealth Management at Janney Montgomery Scott, LLC. with more than 31 years of experience in the financial services industry. He is well known locally and nationally in the financial industry. As a regular CNBC online contributor, Baum is often asked for his opinion on an extensive range of financial and economic issues.
Baum takes a holistic approach to wealth management and has advised high net worth individuals and their families throughout his career. 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 is currently 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.
Updated 2018