BALDWIN WEALTH PARTNERS, LLC of MARION, MA is an SEC-registered investment adviser (CRD 105343). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Taylor Converse Baldwin | CHIEF OPERATING OFFICER; MANAGING PARTNER AND CHIEF OPERATING OFFICER; SHAREHOLDER | — |
| John Leonard Mannix | SHAREHOLDER | — |
| William Harvey Marvel | MANAGING DIRECTOR | — |
| Andrew Fletcher Mcintire | SHAREHOLDER | — |
| Eric Haakon Strand | PRESIDENT AND CHIEF EXECUITVE OFFICER; SHAREHOLDER | — |
| William W Klein | CHIEF INVESTMENT OFFICER | — |
| Steven Thomas Dean | CHIEF COMPLIANCE OFFICER | — |
| BALDWIN MICHAEL | DIRECTOR/PRESIDENT; SHAREHOLDER | — |
| BARRETT DAVID ANSON | SHAREHOLDER; VICE PRESIDENT/SECRETARY; VICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| WALLERSTEIN ANDREW MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| MANNIX JOHN LEONARD | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| MCINTIRE ANDREW FLETCHER | SHAREHOLDER | — |
| STRAND ERIC HAAKON | SHAREHOLDER | — |
| STONE ELLEN O'GORMAN | SHAREHOLDER | — |
| MARVEL WILLIAM HARVEY | MANAGING DIRECTOR | — |
| MORSE JUDITH S | CHIEF INVESTMENT OFFICER | — |
| BALDWIN TAYLOR CONVERSE | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| DEAN STEVEN THOMAS | CHIEF COMPLIANCE OFFICER | — |
| KLEIN WILLIAM W | CHIEF INVESTMENT OFFICER | — |
| William W. Klein | CHIEF INVESTMENT OFFICER | — |
| Teresa Jesus Tavares | CHIEF FINANCIAL OFFICER | — |