The BPU Investment Team
Nadav Baum | Executive Vice President and Financial Advisor
Mr. Baum is a shareholder of BPU Investment Management, Inc. (BPU) with over 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 a 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, who together offer a diverse set of skill sets to assist clients on all aspects and stages of the wealth management cycle of accumulation, distribution and transfer. Mr. Baum believes that every client deserves outstanding customer and in-depth planning services. He currently holds FINRA Series 7, 24, 31, 63, 65 licenses.
Mr. Baum is actively involved in several local nonprofit organizations. He currently is a member of the Advisory Board of the Indiana University of Pennsylvania (IUP), a member of the Advisory Board of the Amyotrophic Lateral Sclerosis (ALS) Association of Western Pennsylvania, and a member of the Circles Board of the Pittsburgh Cultural Trust.
Email Mr. Baum at firstname.lastname@example.org.
For additional information about Mr. Baum go to: ADVPart2B
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