Baldwin Wealth Partners, LLC

Kimberly Swift is a financial advisor at Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses. She joined Baldwin Wealth Partners in 2025 after nine years at Mercer. She has one year of industry experience. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, estates, charitable organizations, and institutional plans. The firm employs a combined top-down and bottom-up investment approach, manages concentrated in-house equity strategies, and incorporates ESG factors in its portfolio construction and manager selection.

William Klein is a CFA® charterholder with six years of industry experience. He has worked at Baldwin Wealth Partners, LLC since 2021 and previously at Highland Associates and Baldwin Brothers Inc. Baldwin Wealth Partners advises a broad range of clients including individuals, trusts, pensions, charitable organizations, and pooled investment vehicles. The firm uses a combination of top-down macro analysis and bottom-up fundamental research, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Katherine Kuntz is a CFA® charterholder with three years of industry experience, currently serving at Baldwin Wealth Partners, LLC. Her prior roles include five years at Spiritless, Inc., five years at Apellis, Inc., and two years at PMK Capital Management, LLC. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a combined top-down macro and bottom-up fundamental research process with a manager-of-managers approach, incorporating ESG factors in portfolio construction and offering both discretionary and non-discretionary management.

Michael Baldwin is a financial advisor with Baldwin Wealth Partners, LLC, where he has worked since 2022. He holds over 32 years of industry experience, including his prior tenure at Baldwin Brothers, LLC dating back to 1974. Baldwin serves as a board trustee at The Biomed Center and is a board member of the Marion Institute, where he participates in fundraising and audit committee activities. Baldwin Wealth Partners provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, and institutional clients. The firm employs a combination of macroeconomic and fundamental research in its investment process, manages approximately $2.33 billion in client assets, and is active in advising private pooled investment vehicles and funds.

John Prys is a CFA® charterholder with three years of industry experience. He has worked at Baldwin Wealth Partners, LLC since 2025 and previously was with ZCM, Inc. from 2016 to 2024. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, offering both discretionary and non-discretionary portfolio management while incorporating ESG factors in its investment process.

Andrew Mcintire is a CFA® charterholder with 15 years of industry experience. He is currently with Baldwin Wealth Partners, LLC, where he has worked since 2022. Prior to that, he has been associated with American Research and Management since 1998. Baldwin Wealth Partners advises individuals, high-net-worth clients, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles. The firm combines a top-down macro framework with bottom-up fundamental research and tailored asset allocation models, managing approximately $2.5 billion as of the end of 2024.

Eric Strand is a financial advisor with Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining Baldwin Wealth Partners in 2022, he spent 25 years at American Research & Management Company. Outside of his advisory role, Strand serves on several boards, including as vice chair of the compensation and audit committees at A. D. Makepease, treasurer for Community Nurse Home Care, advisory board member for Syndic8, investment committee chair at Tabor Academy, and trustee of the Van Sloun Foundation. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, charitable organizations, and pension plans. The firm employs a combined top-down macro framework and bottom-up fundamental research, incorporating ESG factors and managing both concentrated in-house equity strategies and multi-asset portfolios, while also acting as adviser to privately offered pooled investment vehicles.

Craig Dumas is a CFP® and ChFC® with 23 years of industry experience. He is currently with Baldwin Wealth Partners, LLC, where he has worked since 2024, following an 18-year tenure at Klr Investment Advisors, LLC. Outside of his advisory role, he is also an insurance agent involved in the sale of fixed life, annuity, and long-term care insurance. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, and corporations. The firm combines a top-down macro framework with bottom-up fundamental research, managing approximately $2.5 billion as of December 2024, and offers discretionary portfolio management, financial planning, and select consulting services.

Kathryn Rowe is a CFP® professional with eight years of industry experience. She has worked at Baldwin Wealth Partners, LLC since 2020 and previously at Barry Investment Advisors, LLC and Seaward Management. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, providing discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm employs a combined top-down macro framework and bottom-up fundamental research in its investment process, managing approximately $2.5 billion in assets as of December 2024.

Kimberly Tirrell is a financial advisor at Baldwin Wealth Partners, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at American Research & Management for 17 years. Outside of her advisory role, Kimberly serves as a board member and treasurer for the Marion Art Center, a nonprofit organization. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm employs a combined top-down macro framework and bottom-up fundamental research approach, with a focus on a tax-aware, concentrated U.S. equity strategy and manager-of-managers implementation for other asset classes.

Peri Aptaker is a CFP®, PFS™, and Series 63 credentialed advisor with 22 years of industry experience. She has worked at Klr Investment Advisors, LLC for 21 years before joining Baldwin Wealth Partners, LLC in 2024. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and pension plans. The firm employs a top-down macro framework combined with bottom-up fundamental research and incorporates ESG factors in manager and security selection.

William Marvel is a financial advisor with Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Baldwin Wealth Partners since 2008, which was formerly known as Baldwin Brothers, LLC. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm employs a combination of top-down macro analysis, bottom-up fundamental research, and a manager-of-managers approach, with portfolios built around five core asset classes and incorporating ESG factors.

Nathan Stewart is a financial advisor at Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Baldwin Wealth Partners since 2022 and previously spent 12 years at American Research & Management Co. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse clientele, including individuals across wealth spectrums, trusts, estates, and institutional clients. The firm employs a combined top-down and bottom-up investment approach, integrates ESG factors in its portfolio management, and manages private pooled investment vehicles with audited financials.

Aidan Mcbride is a CFP® professional with six years of industry experience, currently associated with Baldwin Wealth Partners, LLC. Prior to joining Baldwin Wealth Partners in 2026, he spent eleven years at Fidelity Investments. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, incorporating ESG factors in portfolio construction and manager selection.

Ari Lazar is a financial advisor at Baldwin Wealth Partners, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Baldwin Wealth Partners, he worked at Levin Capital Strategies and RGA Investment Advisors. Outside of his advisory role, Lazar coaches and judges high school gymnastics in Illinois. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, charitable organizations, and pooled investment vehicles. The firm employs a combined top-down macro framework and bottom-up fundamental research, managing portfolios across five core asset classes with attention to ESG factors and offering specialized services such as management of private funds and tax-aware equity strategies.