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

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
Eric Meck Managing Director, Chief Financial Officer & Family Office Controller Conshohocken, PA
Susan Berry-Gorelli Managing Director, Director of Research & Portfolio Manager Conshohocken, PA
Cathy 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, Chairman, Chief Executive Officer and Chief Compliance Officer 000 0000
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