About Us

Patrick Baumann

CFA®, CTP Chief Investment Officer, Partner, Institutional Consultant
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As the leader of the investment management team Patrick has expertise in investment management, international finance and treasury, with a strong background in managing the assets of large corporate retirement plans and treasury functions. He spent 20 years with Harris Corporation, a $20 billion global technology company and defense contractor. As the company’s treasurer, he designed and oversaw a large defined contribution plan and merged numerous retirement plan funds. Prior to joining Harris Corp., he gained experience with Bank of America (then Barnett Bank) and SunTrust Bank, where he was a vice president. He is also a certified Six Sigma Green Belt.

Originally from Switzerland, Patrick holds an M.B.A. from City University in Zurich. He is an active tennis player and golfer and has two grown sons.

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