Patrick Baumann

Patrick Baumann

Partner, Chief Investment Officer

 

Patrick Baumann, Partner, Chief Investment Officer

As the head of Pinkerton Private Wealth’s institutional consulting division, Patrick provides expert guidance to private- and public-sector organizations who need the confidence of knowing their investments and retirement plan funds are managed for optimal performance. He has expertise in international finance and treasury with a strong background in managing the assets of large corporate pension plans and treasury functions. He spent 20 years with Harris Corporation, a $20 billion global technology company and defense contractor, where he designed and oversaw a large defined contribution plan and merged numerous retirement plan funds. Prior to joining Harris Corp., he gained experience with Bank of America (then Barnett Bank) and SunTrust Bank, where he was a vice president. He is also a certified Six Sigma Green Belt.

Professional Designations
Chartered Financial Analyst® | CFA®

Education
City University (Zurich, Switzerland) M.B.A.
Jones College B.S.

Clientele
Businesses
Medical and law practices
Foundations
College and University Endowments

Personal
Originally from Switzerland; fluent in English, French and German
Two sons

COMMUNITY & PROFESSIONAL INVOLVEMENT
University of Central Florida, finance advisory committee member
Association for Financial Professionals, member/Certified Treasury Professional
Florida Institute of Technology, investment sub-committee member (former)
Export-Import Bank of the United States, advisory board member (former)