Brian Baum

Brian Baum is a seasoned financial professional with extensive experience in wealth management and exit planning. As the CEO and President of Interchange Capital Partners since June 2020, Brian leads an independent registered investment advisory based in Pittsburgh, Pennsylvania, serving clients nationwide in strategic planning for wealth transitions. Brian also serves as a Partner at Defiant Interchange Advisors, focusing on M&A advisory services. Previously, Brian was the President of the Pittsburgh Exit Planning Chapter, guiding business owners in creating transferable businesses. Prior roles include Financial Advisor at The Business Transition Group with UBS and The Baum Consulting Group, where Brian specialized in providing strategic advice to CEOs on balancing immediate business needs with long-term planning. Brian holds a Bachelor of Science degree in Psychology and Business from Penn State University.