Gregory Baum, CFA

Vice President, Portfolio Manager

E-mail: gbaum@heritagetrust.comBaum3

Direct Line: 405.608.8663

Gregory joined the Heritage team in 2015 and brings more than 10 years of experience in the trust and investment industry.  He serves as Vice President, Portfolio Manager assisting clients with managing and growing their investments.  Greg was previously with Northern Trust in his hometown of 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.

Gregory 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. 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.