Jonathan Baum

Jonathan Baum is a seasoned financial executive with extensive experience in leadership roles across various organizations. Currently serving as an Independent Board Director at The Caprock Group and Russell Investments, and as Chair and Board Director at Orion Advisor Solutions, Jonathan also owns JB Squared Investment Consulting. Past leadership positions include roles as CEO at Dreyfus Corporation and Scudder Distributors, as well as being a Senior Advisor and Board Member at RidgeWorth Investments. Jonathan holds a BA in English from Bucknell University and has also owned a sport fishing charter business, Chelsea Lynne Charters, LLC.