Baldwin Wealth Partners, LLC

William Klein is a CFA® charterholder with six years of industry experience. He has worked at Baldwin Wealth Partners, LLC since 2021 and previously at Highland Associates and Baldwin Brothers Inc. Baldwin Wealth Partners advises a broad range of clients including individuals, trusts, pensions, charitable organizations, and pooled investment vehicles. The firm uses a combination of top-down macro analysis and bottom-up fundamental research, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

John Prys is a CFA® charterholder at Baldwin Wealth Partners, LLC with three years of industry experience. He previously worked at ZCM, Inc. for eight years and PMK Capital Management, LLC for three years. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm employs a combined top-down macro and bottom-up fundamental investment approach, managing approximately $2.5 billion as of December 2024.

Andrew Mcintire is a CFA® charterholder with 15 years of industry experience. He is currently with Baldwin Wealth Partners, LLC, where he has worked since 2022. Prior to that, he has been associated with American Research and Management since 1998. Baldwin Wealth Partners advises individuals, high-net-worth clients, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles. The firm combines a top-down macro framework with bottom-up fundamental research and tailored asset allocation models, managing approximately $2.5 billion as of the end of 2024.

Eric Strand is a financial advisor at Baldwin Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Baldwin Wealth Partners since 2022. Prior to that, he has worked at American Research & Management Company since 1997. Outside of his advisory role, Strand serves on several boards, including as vice chair of the compensation and audit committees at A. D. Makepease, treasurer for Community Nurse Home Care, and chair of the investment committee at Tabor Academy. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles. The firm combines a top-down macro framework with bottom-up fundamental research and tailored asset allocation models, managing approximately $2.5 billion as of year-end 2024.

Craig Dumas is a CFP® and ChFC® with 23 years of industry experience. He is currently with Baldwin Wealth Partners, LLC, where he has worked since 2024, following an 18-year tenure at Klr Investment Advisors, LLC. Outside of his advisory role, he is also an insurance agent involved in the sale of fixed life, annuity, and long-term care insurance. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, and corporations. The firm combines a top-down macro framework with bottom-up fundamental research, managing approximately $2.5 billion as of December 2024, and offers discretionary portfolio management, financial planning, and select consulting services.

Kathryn Rowe is a CFP® professional with eight years of industry experience. She has worked at Baldwin Wealth Partners, LLC since 2020 and previously at Barry Investment Advisors, LLC and Seaward Management. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, providing discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm employs a combined top-down macro framework and bottom-up fundamental research in its investment process, managing approximately $2.5 billion in assets as of December 2024.

Kimberly Tirrell is a financial advisor at Baldwin Wealth Partners, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at American Research & Management for 17 years. Outside of her advisory role, Kimberly serves as a board member and treasurer for the Marion Art Center, a nonprofit organization. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm employs a combined top-down macro framework and bottom-up fundamental research approach, with a focus on a tax-aware, concentrated U.S. equity strategy and manager-of-managers implementation for other asset classes.

Peri Aptaker is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She has been with Baldwin Wealth Partners, LLC since 2024, following a 21-year tenure at KLR Investment Advisors, LLC. Baldwin Wealth Partners serves individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles with discretionary and non-discretionary portfolio management and financial planning services. The firm’s investment approach combines top-down macro analysis with bottom-up research and tailored asset allocation, including an in-house large-cap U.S. equity strategy and ESG integration.

William Marvel is a financial advisor at Baldwin Wealth Partners, LLC with 13 years of industry experience. He has been with Baldwin Wealth Partners, formerly Baldwin Brothers, since 2008. Marvel holds Series 63 and Series 65 licenses. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, managing approximately $2.5 billion as of December 2024. The firm combines a top-down macro framework with bottom-up fundamental research and employs both in-house and manager-of-managers strategies, including ESG integration.

Nathan Stewart is a financial advisor at Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Baldwin Wealth Partners since 2022 and previously worked at American Research & Management Co. from 2010 to 2022. Baldwin Wealth Partners serves individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental research, using a mix of in-house equity strategies and manager-of-managers structures with ESG integration.

Ari Lazar is a financial advisor at Baldwin Wealth Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rga Investment Advisors and Levin Capital Strategies. Outside of his advisory role, he coaches and judges high school gymnastics in Illinois. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning services. The firm uses a combination of top-down macro analysis and bottom-up fundamental research to tailor asset allocation models, managing approximately $2.5 billion as of December 2024.

Steven Dean is a financial advisor at Baldwin Wealth Partners, LLC, based in Cambridge, MA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Citizens Financial Group and KLR Investment Advisors. Baldwin Wealth Partners serves individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm employs a combined top-down macro framework and bottom-up fundamental research approach, managing approximately $2.5 billion as of year-end 2024.