Rand Baughman, CFP®, CIMA®
Principal & Chief Investment Officer
Connect with Rand on LinkedIn
Highlights
Education
- Winthrop University, B.S.
- CFP®
- CIMA®
Community Involvement
- Volunteer, Greenville Area Parkinson Society
As Chief Investment Officer, Rand oversees the financial planning process and investment portfolio management for clients. His team works hand-in-hand with the advisors to ensure the financial plans and portfolios are built to help our clients reach their financial goals. Rand’s favorite part about his job is that every day is different.
Rand graduated from Winthrop University in 2009. He held an internship at a wealth management firm in college (he and Rob were actually interns together), then went into wealth management full-time after graduation. He obtained the Certified Financial Planner™ designation in 2012.
Learn more about Rand
Rand was born in Mombasa, Kenya (his parents were missionaries there). They moved back to the United States after he was born, and he grew up in Illinois until his family came to Greenville in 2000. He went to Winthrop University on a baseball scholarship, and has two chocolate labs fittingly named Rawlings and Easton. He and his wife, Stacy, enjoy traveling to the Caribbean Islands, skiing in Colorado, and playing golf or tennis. Their first child, son Trey, promises to following in his dad's footsteps as an avid Ohio State fan, but the Clemson Tigers are a close second.