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, as well as 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.
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 serves as the Chief Compliance Officer for Baldwin. 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 administrative functions for all Baldwin companies. In this position, she works closely with the board of directors and the investment management team. 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.
She also serves as a board member and fundraising chair of The Norristown Community Chorale and has been a member since 2022.
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 and an Irish Archaeology Diploma from the University of Galway.
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.