Baldwin Management

Baldwin Management, LLC

Peter H. Havens


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 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.

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

Corporate Office Manager and Projects Coordinator

Christina serves as the corporate office manager and project coordinator for Baldwin. She has been overseeing the administration for all Baldwin companies since 2014. In this position, she is responsible for working with clients, vendors, technical management, and accounts payable/receivable on a corporate wide level. She also works closely with Baldwin Family Office, assisting with tax preparation and foundation support. Christina has over 15 years of executive administration experience with over a decade of those within the financial sector. She also has over 12 years of experience in project management. Christina attended the University of North Florida in Jacksonville, Florida.

Katharine Dunlevy

Account Manager

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.