Greg Baum

Mr. Gregory Baum, CFA MBA, is a Vice President & Portfolio Manager at Heritage Trust Co. Mr. Baum joined the Heritage team in 2015 and brings over10 years of experience in the trust and investment industry.
He serves as Vice President, Portfolio Manager assisting clients with managing and growing their investments.
He was previously with Northern Trust 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.
Mr. Baum graduated with a MBA from the Kelley School of Business at Indiana University in 2016.
Prior to obtaining his master’s degree, he received a bachelor of science in statistics and actuarial science from Purdue University.
He holds the Chartered Financial Analyst designation and has extensive experience in accounting, auditing, taxes, performing wealth projections and cash flow analysis.