By Ahmie Baum, CFP® CFBA
We’re thrilled to welcome Paige Miller to the Interchange Capital Partners family! Paige brings a wealth of knowledge and a passion for providing personalized guidance in the finance industry, further enhancing the strengths of our team.
Her expertise complements the solid foundation we've built at Interchange, enabling us to provide even greater support for the unique financial challenges family businesses face today.
Here’s what makes Paige a standout addition to our team:
Paige’s Role With Interchange Capital Partners
At Interchange Capital Partners, Paige contributes as an analyst on our Family Office Solutions team. Her focus is on the operational and administrative services that support our clients’ accounts.
Paige collaborates across departments to address client account maintenance needs, including communication, reporting, transactions, documentation, and account setup. Her attention to detail and dedication to streamlining processes have already proven valuable to our team.
In addition, Paige serves as a key liaison with our partners and platform providers, helping to maintain efficiency and clarity in our workflows. Her role as our "processing guru" is indispensable, adding tremendous value to the team and enhancing our service to clients.
Paige’s manager sums it up perfectly: “Paige is a very quick learner, has already made a huge impact on our team, and we are very excited to have her.”
Paige’s Background
Paige graduated Magna Cum Laude from Colgate University with a Bachelor of Arts in Economics and Sociology. While at Colgate, she was a teaching assistant for theDepartment of Economics and a member of the school’s Women in Business Club.
Prior to joining Interchange Capital Partners, Paige worked as a product marketing intern at Faherty Brand in New York City, a family-owned clothing company, where she gained valuable experience in business modeling, product marketing, brand awareness, and communications.
Why Paige Chose the Finance Industry
Paige’s interest in finance stems from her passion for working closely with people while applying her educational background in economics and her affinity for numbers.
Growing up in a family with ties to the finance industry provided Paige with early exposure to the inner workings of the profession, sparking her curiosity about what happens behind the scenes at financial advisory firms. This blend of personal inspiration and academic focus has shaped her path toward a career where she can make a meaningful impact.
Paige’s Life Outside of Work
Outside of work, Paige loves hanging out with her family. She enjoys playing tennis, listening to music, and watching movies.
Paige hails from Westchester County, New York, and has enjoyed exploring all the unique places Pittsburgh has to offer—especially the fantastic breweries that can’t be found in NYC!
We’re Thrilled to Add Paige to Our Team!
Talented people like Paige Miller are always a welcome addition to our team. As she transitions into her new position with us, I have no doubt that her passion for the finance industry along with her skills for liaising with our clients will continue to grow.
At Interchange Capital Partners, we’ve developed a proficiency of both helping our clients understand where they are today and building comprehensive plans for their future. With this type of transition planning, we fully consider the impact on our clients’ personal wealth, their business, and their families.
If you’re looking for a personal, trusting partnership, reach out today by emailing team@interchangecp.com or calling our office at 412-307-4230 to schedule an introductory appointment.
About Ahmie
Ahmie E. Baum is the founder and executive chairman of the board of Interchange Capital Partners, a premier family business advisory firm committed to empowering family-owned businesses. With over 45 years of experience, Ahmie specializes in guiding families to safeguard and grow their wealth through our strategic Clarity Foundation™.
Passionate about helping multi-generational family businesses, Ahmie excels at navigating their unique challenges, allowing them to focus on what they do best. One of his greatest joys is getting to know the firm’s clients personally, listening to their stories, understanding their journeys, and identifying and solving for the challenges that keep them up at night.
Ahmie collaborates closely with clients to help design comprehensive plans that address their obstacles, seize opportunities, and leverage their strengths. As he manages each family's complex and unique situations, Ahmie takes on their challenges as his own, fully committed to helping them work toward achieving their goals. His mission is to guide clients through their uncertainties, enabling them to move beyond their fears and confidently pursue their dreams.
Ahmie began his career at EF Hutton in 1979, eventually rising to the position of Senior Vice President. In 1993, he transitioned to Paine Webber, later acquired by UBS, where he spent nearly 27 years. During this time, he earned an Executive Certificate in Financial Planning from Duquesne University and obtained his CFP® designation. He holds a Certificate in Family Business Advising (CFBA) from the Family Firm Institute. He has been actively involved with Strategic Coach, an internationally renowned entrepreneurial coaching program, for over 20 years. Additionally, he has earned certificates from The Growth Institute, specializing in business growth, scaling, and cash management.
When he’s not working, Ahmie enjoys spending time with his wife, Sara, their three children, and three grandchildren. He recognizes that health is wealth, so he has committed to daily yoga, meditation, and plant-based eating. His other hobbies include woodturning, golf, reading, listening to music, and biking. He is active in his community, has served as the Foundation Chair of the Jewish Federation Community Foundation of Greater Pittsburgh, and supports various philanthropic endeavors. To learn more about Ahmie, connect with him on LinkedIn.
Interchange Capital Partners, LLC, (“INTERCHANGE CAPITAL PARTNERS”) is a registered investment adviser with the Securities and Exchange Commission providing investment advisory and financial planning services. Any reference to the terms “registered investment adviser” or “registered” does not imply that INTERCHANGE CAPITAL PARTNERS or any person associated with INTERCHANGE CAPITAL PARTNERS has achieved a certain level of skill or training. A copy of INTERCHANGE CAPITAL PARTNERS’s current written disclosure (ADV 2A Firm Brochure) discussing our advisory services and fees is available for your review upon request. INTERCHANGE CAPITAL PARTNERS, in addition to providing investment advisory and financial planning services, provides business consulting services. In connection with its business consulting services, INTERCHANGE CAPITAL PARTNERS does not provide tax or legal advice.
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