Joe Baum has a career spanning more than three decades in IT and more than ten years in the financial services sphere specifically. He joined EP Wealth Advisors in 2021 after a decade as chief technology officer for an RIA firm in Southern California. Joe’s experience working in wealth management brings him a great deal of enjoyment because of the positive impact the industry can have on people’s lives. With his years of accumulated expertise, Joe is especially inspired by the opportunity to mentor people at earlier stages in their careers. Away from the world of IT, he also enjoys working out, playing basketball and spending time with his granddaughter.
University of Notre Dame, BBA with emphasis in Management Information Systems