Interchange Capital Partners

Brian Baum is a CFP® with 13 years of industry experience, currently serving at Interchange Capital Partners since 2020. He previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services. Baum is also a partner at Defiant Interchange Advisors LLC, an M&A advisory firm where he advises business owners on transaction structures. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individuals, retirement plans, pooled investment vehicles, charitable organizations, and business entities. The firm employs a goal-focused investment approach with diversified, low-cost asset allocations and offers services including portfolio management, financial planning, and M&A consulting.

Samuel Hopps is a CFP® and Series 65 credential holder with experience at Interchange Capital Partners since 2023. Prior to joining Interchange, he worked at Industrial Scientific Corporation, Metro Benefits, Legend Financial Advisors, and Beaver Steel. He is based in Pittsburgh, PA. Interchange Capital Partners offers investment management, wealth planning, and business consulting to individual clients, retirement plans, pooled investment vehicles, charitable organizations, and business entities. The firm employs a goal-focused, diversified investment approach using low-cost asset-class allocations and independent managers, and it also provides transition and M&A consulting along with sub-advisory services to private funds and separately managed accounts.

Alyssa Albaugh is a financial advisor at Interchange Capital Partners with a Series 65 designation and over six years of experience in the financial services industry. Her prior roles include positions at UBS Financial Services and various companies in hospitality and retail. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individual clients, retirement plans, pooled investment vehicles, charitable organizations, and business entities. The firm emphasizes goal-focused planning, diversified low-cost asset allocations, and uses independent managers accessed through a third-party platform while also advising on alternative investments and digital assets.

Chuo Loo is a financial advisor at Interchange Capital Partners in Pittsburgh, PA, holding a Series 65 designation. He has been with Interchange Capital Partners since 2024 and previously worked at Western Michigan University and SMK Damansara Jaya. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individuals, retirement plans, charitable organizations, and business entities. The firm’s approach includes goal-focused planning, diversified low-cost asset allocations, and use of independent managers, while also serving as an adviser to private funds and managing pooled investment vehicles.

Peter Erin is a CFA® charterholder currently with Interchange Capital Partners in Pittsburgh, PA. He has prior experience at Innovation Works, Broadridge, and MSCI. Erin has been with Interchange Capital Partners since 2025. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individual clients, retirement plans, pooled investment vehicles, charitable organizations, and business entities. The firm emphasizes goal-focused planning, diversified low-cost asset allocations, and access to independent managers through a third-party platform.

Kendra Reilly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Interchange Capital Partners in Pittsburgh, PA. Her prior roles include positions at Purshe Kaplan Sterling Investments and UBS Financial Services. Interchange Capital Partners provides investment management, wealth planning, and business consulting to a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and business entities. The firm’s approach focuses on goal-oriented planning, diversified low-cost asset allocations, and the use of independent managers, while also advising on alternative investments and digital assets.

Ahmiel Baum is a CFP® with 46 years of industry experience, currently serving at Interchange Capital Partners since 2020. He previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services. Baum is a committee member of the United Jewish Federation Investment Committee, chairman of the Jewish Community Foundation, and founder of Melbee, LLC, an e-commerce company. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individuals, retirement plans, charitable organizations, and business entities. The firm’s approach includes goal-focused planning, diversified low-cost asset allocations, and the use of independent managers accessed through third-party platforms.

Christopher Duerr is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Interchange Capital Partners since 2020 and previously spent seven years at UBS Financial Services Inc. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individual clients, retirement plans, pooled investment vehicles, charitable organizations, and businesses. The firm’s approach includes goal-focused planning, diversified low-cost asset allocations, use of independent managers through third-party platforms, and management of private funds and pooled vehicles.