Baldwin Management
Investment ManagementPennsylvania, United States11-50 Employees
Baldwin Management is an investment management firm that offers a tightly integrated suite of services, spanning investment management, tax and accounting, and family office support. This approach connects wealth, tax considerations, and legacy planning to avoid silos and provide a cohesive perspective on client portfolios. The company operates from three regional hubs in West Conshohocken and West Chester, Pennsylvania, and Fishkill, New York, and has been serving clients since 1999. As a midsize advisory practice, it aims to deliver institutional breadth with the high-touch service typical of a boutique. Its client base comprises individuals and families who seek coordinated management of investments, tax planning, and estate matters to steward their legacy across generations. By emphasizing cross-disciplinary collaboration, Baldwin positions itself within the investment management landscape as an integrated provider rather than a collection of discrete services. In 2026, the firm expanded its leadership and team, appointing David C. Peppard as President and Chief Operating Officer and welcoming Joseph Buscemi and Bryan Thomas.
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