Vestmark, Inc.
Michael Baum is a seasoned finance professional with extensive experience in trading and operational management within the investment industry. Currently serving as the Manager of Trading at Vestmark Advisory Solutions since September 2016, responsibilities include implementing portfolio changes, managing client cash flows, and providing trading metrics for performance reporting. Prior roles include SMA Operations Manager at Columbia Threadneedle Investments, where duties encompassed resolving client inquiries, onboarding new clients, and managing internal operations, as well as trading positions at Citigroup, J&W Seligman, State Street Corporation, and Seligman Data Corporation. Michael holds a Bachelor of Arts in Economics from Binghamton University, completing studies between 1996 and 2000.
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Vestmark, Inc.
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Vestmark is a leading provider of wealth management solutions and services which enables financial advisors and institutions to efficiently manage and trade their clients' portfolios using an innovative SaaS ecosystem.