Baldwin Management, LLC
Peter H. Havens
Chairman
Peter Havens founded Baldwin 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. 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, Chairman Emeritus of the Board for the Independence Seaport Museum, 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.
Susan Berry-Gorelli
Chief Executive Officer
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, and also serves on the finance committees of the French and Pickering Conservation Trust and the Whitemarsh Boat Club.
Eric T. Meck
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.
Richard K. May
Managing Director (RKM), Business Development
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, and then opened the Uptown! Knauer Performing Arts Center in 2016. Richard has served on the boards of many non-profits and community service organizations over the years.
Johanna M. Winslow
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.
Christina McCloy
Chief Compliance Officer
Christina has served as the Chief Compliance Officer for Baldwin since 2024. She has been a part of the Baldwin family since 2014 and has served in a variety of capacities throughout the years. In addition to compliance oversight, she manages and oversees all technology and organizational functions for Baldwin. In this position, she works closely with the board of directors, investment management team, and the family office staff. She has 20 years of executive administration experience with over over 15 of those in the financial industry. Additionally, Christina is the chairperson for the Baldwin Compliance Committee, which serves to ensure the firm stays on course.
Christina serves as a board member and the fundraising chair of The Norristown Community Chorale and has been a member since 2022. She also is a member of the Norriton Fire Engine Company as of 2024.
Katharine Dunlevy
Account Manager
Katharine is the liaison between RKM-Baldwin clients and staff. She works with the managing directors on administrative tasks and preparation of client investment reviews.
Katharine received her B.A. from the University of Delaware and MBA from Florida Tech. She also has a Master Certificate in Project Management from Villanova and a Diploma from the University of Galway in Irish Archaeology.
Nellie Jane Foley
Office Manager
Nellie Jane Foley joined Baldwin Management in 2023 and serves as the Office Manager 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.
Nell graduated with a BA degree in Organizational management from Cabrini College in Radnor, PA. She also holds a degree in Electronic Technology.