Interviewing the Experts - Ari Baum, Endurance Wealth Partners

Ari Baum - Founder & CEO Endurance Wealth Partners

With over two decades of experience in the financial services industry, Ari works closely with his clients on a broad range of financial services planning—from estate and retirement planning strategies to lending solutions. Prior to founding Endurance Wealth Partners on 2014, Ari was a Senior Vice President at Morgan Stanley, A Vice President – Investments at UBS Financial Services, a Financial Advisor at JPMorgan Chase and a Trading Floor Manager for the American Stock Exchange. Working in Rockefeller Center on Avenue of the Americas, Ari brings his in-depth experience to endure for his clients. 

Ari earned his Bachelor of Science in Business Management and Finance at Brooklyn College. In addition, he holds Series 7, 31, 63 and 66 securities licenses and is registered in CA, FL, GA, NJ, NM, NY, OR, PA, & VI. He also holds his Life, Health and Variable Annuity Insurance Licenses in NY, NJ, & FL.

In his spare time, Ari serves on the Board of Directors for the Council of Jewish Organizations of Flatbush and his local temple. He also is an Ironman "All World Athlete", and sub 3 hour marathoner. Residing in Brooklyn, NY with his wife Sima, they are raising four wonderful children, Sammy, Michelle, Elie, and Jennifer.

Previous
Previous

Interviewing the Experts - Marguerita (Rita) Cheng, co-founder, and CEO of Blue Ocean Global Wealth

Next
Next

Interviewing the Experts - Joe Bert, Certified Financial Partners