BALDWIN MANAGEMENT, LLC
Peter H. Havens, Chairman, 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 serves as an Investment Administrator at Baldwin. She has over 40 years of experience in the securities business, most of which was spent as an Investment Officer at Brown Brothers Harriman & Company. 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; currently, chairing their Charitable Giving committee. She also serves as the Board Secretary and is on a number of committees for the Gulf Coast Poodle Rescue.
BALDWIN INVESTMENT MANAGEMENT, LLC
David Buten, Managing Director, is a Portfolio Manager and Director of Marketing of Baldwin Investment Management. David came to Baldwin from Prudential Securities, where he was a 1st Vice President and a Prudential Securities Portfolio Manager. He is a graduate of the Wharton School of the University of Pennsylvania and has been in the investment business except for a twelve year period as the director of a museum specializing in Wedgwood Ceramics. He authored and co-authored seven books on ceramics. He was the past Chairman of the Board of Philabundance.
Susan Berry-Gorelli, Managing Director, is 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 serves on the boards of the Chronic Lymphocytic Leukemia Global Research Foundation at the M.D. Anderson Cancer Center and the Association of the Colonial Theatre.
Cathy Berry, Managing Director, is a Portfolio Manager of Baldwin Investment Management with a total of twenty-six years experience in the financial world. She is a financial advisor and an active participant in The Sandy River Charitable Foundation, including evaluating mission related and locally based investment opportunities. She is personally focused on sustainable agriculture and building sustainable communities. She is one of the founders of BALLE, focusing on creating vibrant local economic communities and one of the founders and board members of Slow Money, a nonprofit focusing on creating alternative investment structures to encourage and allow people to invest in local food systems. She is on the board of managers of Farmers Diner and majority owner of Vermont Smoke and Cure, a Vermont meat processing company serving local farmers and selling in a variety of stores on the east coast.
She serves on the board of Two Rivers/Food Works in Montpelier, VT and is founding board member of Your Olive Branch. She lives in rural New Hampshire on a rustic farm.
Jared V. Quereau, Managing Director has over 22 years of industry experience, joining Baldwin in 2020. He comes from BB&T Securities, the successor firm of the Stratton Management Company. Jared earned a B.S. in Finance from the University of Colorado at Boulder. Jared’s experience includes senior trader at Great Point Capital and registered representative at Charles Schwab & Company. He is a member of the CFA Institute and CFA Society of Philadelphia.
Jeffrey Stallings, CPA, CFP®, Associate Managing Director, has over 20 years of Accounting and Finance experience. He serves as the firm’s Head Trader, handles the Financial Planning needs of clients and manages the Operations function at Baldwin.
Jeffrey earned his B.S. in Business Administration/Accounting from Millersville University and is a member of the Pennsylvania Institute of Certified Public Accountants.
Conor Renn, Investment Analyst/Trader, joined Baldwin directly after earning his B.S. in Finance, Cum Laude, from the Bloomsburg University of Pennsylvania.
He serves as a Junior Trader and supports Operations, as well as handles Baldwin’s quantitative stock selection model. As a member of the investment committee, Conor is in charge of investment research covering the industrial sector of the market.
RKM – A BALDWIN COMPANY
Richard K. May – Managing Director of RKM. 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, which opened the Uptown! Knauer Performing Arts Center in 2016. Richard also serves on the board of West Chester Business Improvement District, and is currently working on redevelopment plans for the city of Coatesville, PA for 2020.
Gary S. Hess – Managing Director of RKM. Gary received a B.S. in Finance from the Pennsylvania State University. He earned the designation of Chartered Financial Analyst (CFA) in 1993. His primary focus is portfolio management.
Gary is a long-time member of the Rotary Club of West Chester and has served as club President and Assistant District Governor for the southeast Pennsylvania region. He’s currently Board Chair of Chester County OIC, a non-profit providing free adult education to the economically disadvantaged individuals in the community. Gary is also on the investment committee of Paradise Farms Camp.
CHESTER COUNTY ASSET MANAGEMENT – A BALDWIN COMPANY
Bruce L. Marra, Managing Director of CCAM. Bruce has over 50 years of experience in the financial services business, including 21 years with Mellon Bank in Pittsburgh, where he was Vice President in charge of the Personal Trust Division, and 5 years with the Wilmington trust Company as Senior Vice President and Chief Investment Officer. Since 1986 Bruce has been a Registered Investment Advisor operating from the office at 106 South Church Street in West Chester, Pennsylvania.
An honors graduate of Lehigh University in 1956, Bruce later earned an MBA from the University of Pittsburgh. Following completion of his undergraduate studies, Bruce received a Naval Reserve Commission and spent 4 years on active duty as a line officer with destroyers in the Atlantic and Mediterranean Fleets. He retired from the Naval Reserve in 1978 with the rank of Commander.
A chartered Financial Anaylst, Bruce served for 3 years as Chairman of the Pennsylvania Bankers’ Association Trust Committee and is a past President of the Pittsburgh Society of Financial Analysts. His professional investment experience ranges from the management of several of the country’s largest corporate pension plans, including Westinghouse and Alcoa, the private portfolios of several of America’s wealthiest families, to organizing two international investment join ventures.
TAX PLANNING AND PREPARATION
BALDWIN FAMILY OFFICE
Eric T. Meck, Managing Director, CFO & Family Office Controller has more than twenty 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 the National Society of Tax Professionals.
Vanessa Geiger, Managing Director of RKM Advisors. Vanessa received her B.A. from Millersville University. She manages a team of financial advisory professionals, made up of permanent staff and affiliated professionals, to provide clients with comprehensive and practical advice for investment, tax, and financial planning needs.
Tracey Hawley, Associate Managing Director joined Baldwin Family Office in 2021. She graduated Magna Cum Laude at Temple University in 1995 and received her CPA in May of 2000. Tracey has extensive experience as a Senior Auditor of Non-Profit Organizations and ERiSA as well as Employee Benefit Plans. Tracey also has more than twenty (20) years experience as a Senior Tax Accountant serving Corporations, Partnerships, Estates, Trusts, Non-Profit Organizations, and Individuals with multi-state filings. Tracey is a highly energetic individual who loves her accounting career and has a passion and a knack for writing and telling your story, with pictures and graphs, summarizing the health of your financial information, past, present and future.
Tracey is the founder and President of “Lendi, Be Gentle Motion and Music” a local non-profit organization whose mission statement is to improve the physical, social, and emotional health of residents in long term facilities. She is also certified as a Fitness and Stretching Instructor.
BALDWIN FAMILY OFFICE
Deborah J. Francesco, Principal, joined Baldwin from Prudential Securities. She acts as client liaison for families as well as a grants manager for foundation clients. Through working with foundations Deborah has become a member of Council on Foundations, Maine Philanthropy Group and New York Regional Association of Grantmakers. As well as working at Prudential Securities Deborah also worked at Drexel Burnham Lambert. She has 30 years of experience as an executive administrator in the securities industry. Deborah also works as Baldwin’s Compliance coordinator.
Deborah has served many years on the Friends Committee at the Philadelphia Zoo, and the President’s Council at Defenders of Wildlife. Deborah received the inaugural Lifetime Achievement award from the William Way LGBT Community Center for her service as board chair and years of service on the board of directors. Deborah also received an official citation from Mayor Nutter and the City of Philadelphia to recognize her years of dedicated service to the William Way Community Center and Philadelphia’s LGBT Communities.
Christina Bond, Corporate Office Manager and Projects Coordinator. Christina 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 corporate wide. She also works closely with Baldwin Family Office, assisting with tax preparation and foundation support. Christina has over 15 years of executive administration experience and 10 of those within the financial sector. She also has over 8 years experience in project management. Christina attended the University of North Florida for General Education.
RKM – A BALDWIN COMPANY
Katharine Dunlevy, Accounts 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.
Julie May, Tax Specialist and Administrative Staff. Julie assists, as needed, with communications with the IRS and handles tax processing needs for the company. Julie has a B.A. degree from Smith College.
CHESTER COUNTY ASSET MANAGEMENT – A BALDWIN COMPANY
Pat Founds, Operations Manager for CCAM. Pat F. Founds, a native of Baltimore, has over 40 years of varied business experience. A graduate of Strayer University, with high honors, she has worked for Chester County Asset Management and its predecessor for 25 years. She is responsible for all operational activities including statement preparation and also handling certain trading duties.