Baldwin Investment Management Overview

  • Service

  • Accounting Firm

  • Founded

  • 1999

Founded

Baldwin Investment Management General Information

Description

Baldwin Investment Management (Baldwin Management) is an investment advisory firm based in West Conshohocken, Pennsylvania. Established in 1999, the firm offers services for families that include tax preparation for individuals, trusts and small businesses, tax planning, accounting services, charitable assets management, coordination with advisors and consultants, public liaison for the client and real estate management. The firm also provides family office services. The firm is managed by the executive management team.

Contact Information

Website
www.baldwinmgt.com
Year Founded
1999
Service Provider Type
Accounting/Auditor
Primary Office
  • 1001 Conshohocken State Road
  • Suite 1-202
  • Conshohocken, PA 19428
  • United States
+1 (610) 000-0000

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Baldwin Investment Management Team (11)

Name Title Deals Office Contact
Info
Susan Berry-Gorelli Director of Research, Chief Executive Officer and Portfolio Manager Conshohocken, PA
Eric Meck Managing Director, Chief Financial Officer & Family Office Controller Conshohocken, PA
Catherine Berry Portfolio Manager & Managing Director Conshohocken, PA
Johanna Winslow Principal & Investment Administrator Conshohocken, PA
Deborah Francesco Principal Conshohocken, PA
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Baldwin Investment Management Board Members (1)

Name Representing Role Since
Peter Havens Baldwin Investment Management Founder and Chairman 000 0000
To view Baldwin Investment Management’s complete board members history, request access »