UBS team managing $400 million creates RIA
Interchange Capital Partners in Pittsburgh, Pa., will use Pershing and Dynasty Financial Partners
A team managing $400 million and led by Ahmie Baum at UBS in Pittsburgh, Pa., has formed Interchange Capital Partners, a registered investment advisory.
The firm will custody assets at BNY Mellon Pershing and will use the Dynasty Financial Partners network for a variety of services.
Joining Baum at the firm are his son, Brian, who joined his father at UBS in 2012; adviser Kendra Kasznel Reilly; Christopher M. Duerr, who is in charge of investments; Evan Fitzpatrick, in charge of planning; and two associates.
The firm specializes in business consulting services for its family office clients.
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