Gregory Baum, CFA

  • 0
  • January 5, 2016
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  • gbaum@heritagetrust.com
  • Vice President, Portfolio Manager
  • Oklahoma City, OK
  • 405.608.8663

Vice President, Portfolio Manager

A recent transplant from Chicago, Gregory joins Heritage as Vice President, Portfolio Manager assisting clients with managing and growing their investments. Prior to coming to Oklahoma, Gregory was with Northern Trust in Chicago where he held several investment-related positions. Most recently he was a portfolio manager working with high-net-worth clients, trusts, and institutions and had previously managed the day-to-day operations for a team of accounting analysts.

Gregory holds the Chartered Financial Analyst designation and has extensive experience in accounting, auditing, taxes, performing wealth projections and cash flow analysis.

A graduate of Purdue University, Gregory is currently pursuing his MBA from the Kelley School of Business at Indiana University. During his studies, he had the opportunity to lead a US State Department-sponsored consulting team that worked with startup companies in Palestine.

Gregory enjoyed volunteering his time in Chicago by mentoring and tutoring low-income, at-risk students and was a volunteer tax preparer for Ladder Up. He looks forward to giving back and being a part of the vibrant community in Oklahoma City.

In his spare time, he enjoys playing sports, particularly golf, bowling, and softball. Greg is an avid fan of the White Sox, Bears, and the Purdue Boilermakers.