Edwin R. Baldrige III, CFP®, President
Ed Baldrige has more than thirty years of professional investment experience in a broad range of the financial markets. He founded Baldrige Asset Management in 1999. Mr. Baldrige was a member of the Chicago Board of Trade from 1980-1986 and served on numerous committees during his tenure. He has been a member of the New York Mercantile Exchange (COMEX) since 1982, where he served on the Institutional Investor Committee and traded for his personal account. Mr. Baldrige graduated from Dartmouth College with an A.B. in Economics. He is a member of the Financial Planning Association (FPA) and holds the CFP®, Certified Financial Planner, designation.
Mr. Baldrige is also a member of the Economics/Finance Department at Muhlenberg College in Allentown, PA where he teaches an undergraduate financial course in portfolio management. Mr. Baldrige has spoken at national conferences on a variety of topics particularly portfolio tax management.
Jeffery W. Lanscek, RP®, Portfolio Administrator
Jeff Lanscek joined Baldrige Asset Management in 2003 and is responsible for Portfolio Operations. Mr. Lanscek has eleven years of fund accounting and investment experience with a number of major financial institutions including SEI Investment and Guardian Group Pensions. He graduated from Lehigh University with a B.S. in Finance. Mr. Lanscek holds a Series 65 designation and is a Registered Paraplanner.
Leslie DuBois, Administrative Manager
Leslie DuBois is responsible for client service and office administration. She has twenty-five years of administrative experience with a variety of organizations including the Cousteau Society, and eight years in financial services. She attended Muhlenberg College in Allentown, PA. |
