Rand Baughman, CFP®, CIMA®

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