Building relationships is paramount.
Nadav Baum ’86 spoke to more than 200 students on Wednesday,
March 28, 2018, in the Eberly auditorium, serving as an executive in
Baum is 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
Eberly students had the honor of listening to Baum
throughout the day, and the message he shared was overwhelmingly focused on
building and maintaining relationships throughout life.
He challenged students to figure out their passion, dream,
be sincere, care, and be engaging with those around you—at home, at work, and in
Baum shared a quote several times: “work today like no one
will, so you can play tomorrow like no one can.” He asked students to visualize their goals,
write them down, and never stop dreaming.
He motivated the students throughout the day to continue to
drive and push forward in life while continuously challenging themselves, and
finally shared his key factors of success:
Cyndy Strittmatter, assistant dean for the Eberly College of Business and Information Technology,
appreciated Baum’s visit and presentation. “Nadav has been a long-time supporter of IUP, Eberly, and our
students. We appreciate him sharing his
expertise, energy, and advice with our students. The Executive in Residence
program is a great way for us to bring our accomplished alumni back to campus
to not only showcase IUP and our students to our alumni, but to have our
students learn from our graduates who have excelled in the business world.”