Baldwin Management
Baldwin is a private and independently-owned firm created to serve families, foundations, and non-profit institutions as investment advisors, family office specialists, and financial planners. Our goal is to provide our clients answers to the challenges of wealth management with a comprehensive array of financial services. These solutions are implemented to relieve individuals and institutions of tasks that could interfere with the full realization of their objectives. This will be accomplished in an atmosphere of total objectivity and confidentiality.
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Verified contacts
8
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JM
Joe Much
Associate Managing Director · General Business & Management
EmailPhone - KY
Krystal Yager
Portfolio Manager · Finance & Accounting
EmailPhone - SO
Sophie Otto
Staff Accountant · Finance & Accounting
EmailPhone - BM
Benjamin Meck
Deputy Managing Director of Accounting Services · Other
EmailPhone - CM
Christina McCloy
Chief Compliance Officer · Legal
EmailPhone - MC
Matt Civitello
&, · Other
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Baldwin Management
7 distinct titles indexed · top 7 shown.
- 2&,
- 1assistant to the chief financial officer
- 1associate managing director
- 1chief compliance officer
- 1deputy managing director of accounting services
- 1portfolio manager
- 1staff accountant
Sign up to unlock all 8 contacts at Baldwin Management
Free for 7 days · 50 credits · no card · only pay for verified records.
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