Baldwin Investment Management, LLC

Gary Hess is a CFA® charterholder with 27 years of industry experience. He has been with Baldwin Investment Management, LLC since 2017 and previously worked at Rkm Advisors, Inc. from 2012 to 2016. Baldwin Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a combination of quantitative stock-selection models, qualitative research by sector-focused portfolio managers, and technical chart analysis in its investment process.

David Peppard is a financial advisor at Baldwin Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Haverford Financial Services, Inc., Haverford Trust Securities, Inc., and The Haverford Trust Company. Baldwin Investment Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a proprietary quantitative stock-selection model combined with qualitative research and technical analysis, managing approximately $1.234 billion in assets across 271 client relationships.

Jared Quereau is a financial advisor with Baldwin Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Baldwin since 2020 and previously at Bb&T Securities from 2016 to 2020. Outside of his advisory role, he serves as a board member for the Joanna Furnace Historical Club, where he volunteers to manage the club’s grounds and farmhouse. Baldwin Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm uses a combination of quantitative stock-selection models, qualitative sector research, and technical analysis, managing over $1.2 billion in assets across multiple client relationships.