BALDWIN MANAGEMENT - Key Persons
Job Titles:
- Tax / Accounting Associate
Benjamin joined Baldwin Family Office in 2023 after spending 8 years gaining experience in corporate, cost, construction, and property accounting. He holds a B.S.B.A in both Accounting and Finance from Bloomsburg University of Pennsylvania. He earned the CPA designation in 2022. He is a member of the Pennsylvania Institute of Certified Public Accountants and the National Association of Tax Professionals.
Job Titles:
- Managing Director of CCAM
- Managing Director of Chester County Asset Management
Bruce L. Marra is the Managing Director of Chester County Asset Management, an investment management firm wholly owned by Baldwin Management and located in West Chester, PA. His experience includes 21 years at Mellon Bank, Pittsburgh, where he was Vice President in charge of the Personal Trust Division, five years as Chief Investment Officer at Wilmington Trust Company, and over 30 years as a Registered Investment Advisor with an investment advisory firm he founded that was purchased by Baldwin in 2018. His military experience includes four years active duty as a Line Officer aboard a destroyer in the Atlantic and Mediterranean Fleets. He retired form the United States Naval Reserve in 1978 with a permanent rank of Commander.
His education includes a Bachelor of Science with honors from Lehigh University (1956), an MBA from the University of Pittsburgh (1964), and the Chartered Financial Analyst designation (CFA) earned in (1968).
His community service includes Deacon - First Presbyterian Church, active member of Veterans of Foreign Wars, active member of Reserve Officers' Association and board member of the Spring Meadows Home Owners Association.
Job Titles:
- Managing Director
- Portfolio Manager
Cathy Berry is a Portfolio Manager of Baldwin Investment Management with a total of thirty-four years of experience in the financial world. She is a financial advisor and an active participant in The Sandy River Charitable Foundation, including evaluating mission related and locally based direct investment opportunities. She is personally focused on sustainable agriculture, building sustainable communities and investing in responsible companies. She is one of the founders of BALLE, focusing on creating vibrant local economic communities and one of the founders and board members of Slow Money, a nonprofit focusing on creating alternative investment structures to encourage and allow people to invest in local food systems. She is on the Board of Sterling College in Craftsbury, VT and Bristol Bakery, LLC in Bristol VT. She is also an investor in Bristol Bakery, LLC.
She currently lives in rural Vermont.
Job Titles:
- Chief Compliance Officer
- Chief Compliance Officer for Baldwin
Christina serves as the Chief Compliance Officer for Baldwin. She has been overseeing compliance administration since August of 2022 and became the CCO in 2024. She also oversees all technology and administrative functions for all Baldwin companies. In this position, she is responsible for overseeing compliance for the firm as well as working with clients, vendors, and technical management on a corporate wide level. She has 20 years of executive administration experience with the majority of those within the financial sector.
Christina currently heads up the Baldwin Compliance Committee. She also serves as a board member and fundraising chair of The Norristown Chorale and has been a member since 2022.
Christina attended the University of North Florida in Jacksonville, Florida.
David Buten - CMO, Managing Director
Job Titles:
- Director of Marketing
- Managing Director
- Portfolio Manager
David Buten is a Portfolio Manager and Director of Marketing of Baldwin Investment Management. David came to Baldwin from Prudential Securities, where he was a 1st Vice President and a Prudential Securities Portfolio Manager. He is a graduate of the Wharton School of the University of Pennsylvania and has been in the investment business except for a twelve year period as the director of a museum specializing in Wedgwood Ceramics. He authored and co-authored seven books on ceramics. He was the past Chairman of the Board of Philabundance.
Job Titles:
- Managing Director, CFO & Family Office Controller
Eric Meck has more than thirty years of family office accounting and tax experience. He handles all aspects of individual, family, corporation and foundation financial matters. Eric holds a B.S. in Accounting from Kutztown University and is a member of the Institute of Certified Management Accountants, the National Association of Tax Professionals and National Society of Tax Professionals.
Gary received a B.S. in Finance from the Pennsylvania State University. He earned the designation of Chartered Financial Analyst (CFA) in 1993. Gary has 35 years of investment experience, having worked with stocks, fixed income, real estate and insurance. His primary focus is portfolio management
Gary is a long-time member of the Rotary Club of West Chester and has served as club President and Assistant District Governor for the southeast Pennsylvania region. Over the past 25 years, he has served continually on various investment committees and non-profit boards. Gary is currently active on the investment committee of Paradise Farm Camps, which connects children to the outdoors.
Job Titles:
- Managing Director
- Portfolio Manager and Investment Committee Member
Jared Quereau is a Portfolio Manager and Investment Committee member for Baldwin Investment Management. He has 24 years of industry experience and joined Baldwin in 2020. Most recently, Jared held the roles of Portfolio Manager and Technology sector analyst at BB&T Securities, the successor firm of the Stratton Management Company. His prior experience includes Equity Trader at Great Point Capital and Registered Representative at Charles Schwab & Company. Jared earned a B.S. in Finance from the University of Colorado at Boulder and is a member of the CFA Institute and CFA Society of Philadelphia.
Jeffrey Stallings has over 25 years of Accounting and Finance experience. He began his career at a regional accounting firm where he earned the CPA designation. At Baldwin he serves as the firm's Head Trader, handles the Financial Planning needs of clients and manages the Operations function at Baldwin.
Jeffrey earned his B.S. in Business Administration/Accounting from Millersville University and is a member of the Pennsylvania Institute of Certified Public Accountants
Job Titles:
- Investment Administrator at Baldwin
- Principal, Investment Administrator
Johanna Winslow serves as an Investment Administrator at Baldwin. With over 45 years of experience in the securities business, she came to us from Brown Brothers Harriman & Company, where she was an Investment Officer. Jo earned a B.S. degree in Management, Marketing and Finance, Magna Cum Laude from Holy Family University, Philadelphia. She has served on the Board and as past President of Encore of Bonita Springs, including chairing their Charitable Giving Committee. She also serves as the Board Secretary and is on several committees for the Gulf Coast Poodle Club & Rescue.
Katharine communicates with RKM clients and closely works with the managing directors to accomplish daily administrative tasks. Katharine also helps in the preparation of the quarterly reports for RKM clients. Katharine received her B.A. from the University of Delaware and her MBA from Florida Institute of Technology. She also has a Master Certificate in Project Management from Villanova.
Job Titles:
- Tax / Accounting Associate
Matt joined Baldwin Family Office in 2023 after working in various small and mid-sized tax firms, focusing on High and Ultra High Net Worth clients. He specializes in clients with real estate holdings, constructions companies, unique investment and retirement situations, as well as payroll. Matt graduated from Temple University with a B.S.B.A. in Accounting and is working towards his EA designation. He is a member of the National Association of Tax Professionals.
Job Titles:
- Office Administrator
- in 2023 As the Office Administrator
Nellie Jane Foley joined Baldwin Management in 2023 as the Office Administrator for our Conshohocken location. After a successful 15 year career in the Semiconductor Industry and 18 years in Healthcare Data Analysis, Nell uses her experience to provide administrative support to the Baldwin Management team at the corporate office, as well as works closely with the managing directors of both Baldwin Investment Management and Baldwin Family Office.
Job Titles:
- Operations Manager for CCAM
Pat F. Founds, a native of Baltimore, has over 40 years of varied business experience. A graduate of Strayer University, with high honors, she has worked for Chester County Asset Management and its predecessor for 25 years. She is responsible for all operational activities including statement preparation and also handling certain trading duties.
Peter Havens founded Baldwin Investment Management, LLC in 1999 after serving as a member of the Board of Directors and Executive Vice President of The Bryn Mawr Trust Company. Previously he organized and operated the family office of Kewanee Enterprises. Peter received his B. A. from Harvard College and his M. B. A. from Columbia Business School. He serves as Chairman of the Lankenau Institute for Medical Research and Chairman of the Board for the Independence Seaport Museum. He is a Board member of AAA Club Alliance, Main Line Health, The Lankenau Medical Center Foundation, and the former Vice Chairman of Main Line Health. He is a Trustee Emeritus at Ursinus College, former Trustee of the Leukemia Society of America, and a former board member of Main Line Health Realty and Lankenau Development Inc. He was also the Chairman of the Board of Petroferm, Inc. and a Board member of Nobel Learning Communities Inc.
Richard founded his financial advisory firm in 1980, which was one of the early fee-only advisors in the industry. He received his B.A. from Princeton University and his M.B.A. from the University of Michigan.
In 2007, Richard founded the West Chester LLC, a private equity company that promoted and funded business start-ups and public projects in the Borough of West Chester. In 2011, he co-founded the Uptown! Entertainment Alliance and the Uptown! Bravo Theatre, LLC. Together they purchased and rehabilitated the National Guard Armory, which opened the Uptown! Knauer Performing Arts Center in 2016. Richard also serves on the board of West Chester Business Improvement District, and is currently working on redevelopment plans for the city of Coatesville, PA for 2020.
Job Titles:
- Associate
- Financial Analyst
- Managing Director
Sanil Daptardar has over 23 years of Financial Analyst experience. He began his career by writing and publishing equity research reports on the Metal and Gold sectors at Merrill Lynch & Co. and ABSA Securities. At Baldwin he serves as an Associate Managing Director and Trader, and is also a member of the Investment Committee, providing insight and market knowledge on Consumer Staples, Consumer Discretionary, and Industrials.
Sanil earned his B.S. in Metallurgical Engineering at the University of Poona, India. He went on to earn his Masters in Business Administration from the University of Bombay, India as well as a Masters of Science in Management (Finance) at the New Jersey Institute of Technology, NJ.
Job Titles:
- Chief Executive Officer
- Portfolio Manager
Susan Berry-Gorelli also is the Director of Research and a Portfolio Manager of Baldwin Investment Management. She has over 30 years of individual and institutional investment and risk management experience in the financial services industry. Susan attended The College of William and Mary and the University of Delaware, earning a B.A. in Economics and History, Summa Cum Laude and Phi Beta Kappa. She is the Board Vice President of the Colonial Theatre in Phoenixville, as well as serves on the finance committees of the French and Pickering Conservation Trust and the Whitemarsh Boat Club.