By Ahmie Baum, CFP® CFB
Four years ago, we founded Interchange Capital Partners with a clear vision: to provide family-owned businesses with a truly integrated and holistic process for navigating the critical interchanges between the individual, the family, the business, and ownership. Today, I’m proud to say we have fulfilled that vision, establishing ourselves as a trusted partner in the marketplace and confirming our unique strategy.
Having built and nurtured this firm, the time has come for me to step away from the day-to-day operations and transition into a new role as Executive Chairman of the Board. Interchange Capital Partners remains my passion, and I look forward to continuing to help the firm and our clients navigate the complexities of protecting and growing family capital. I am confident that the future of the firm has never been brighter.
Effective immediately, my son, Brian Baum, will take over as CEO and President. Alongside Brian, our talented management team of Kendra Kasznel Reilly, Chris Duerr, Alyssa Albaugh, and Jeremy Glazier will continue to provide the expert guidance our clients and firm rely on. This leadership team is exceptionally skilled and aligned with our firm’s mission, and they have my complete confidence.
As Executive Chairman, my focus will shift to strategic planning, effective governance, and oversight, helping Interchange Capital Partners achieve our long-term objectives. I will preside over the Board of Directors, ensuring alignment between the board and management, overseeing risk management, and fostering external partnerships. Additionally, I look forward to mentoring and guiding our leadership team and firm as they continue to drive the business forward.
My career began on Wall Street 45 years ago with nothing but a vision. Over the years, I’ve built my expertise, becoming a CERTIFIED FINANCIAL PLANNER™ and earning a Certificate in Family Business Advising (CFBA) from the Family Firm Institute, along with multiple certificates in scaling businesses and cash management from The Growth Institute. For the past 20 years, my involvement with Strategic Coach, an international entrepreneurial training program, has further refined my leadership style and strategic thinking. These experiences have clarified my vision and shaped my approach as a leader and early adopter of new strategies—whether it was financial planning, fee-based money management, or the Personal CFO model.
Looking ahead, Interchange Capital Partners' future is clear: We will continue to be the go-to firm for family-owned businesses seeking holistic, integrated solutions before, during, and after their business transitions. Our commitment to our clients, firm, and mission will remain as strong as ever.
Thank you for your trust and support throughout this incredible journey. I look forward to continuing to serve Interchange Capital Partners and guiding it to even greater success in the years ahead.
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