Ari Baum, CFP® in

Ari Baum, CFP®

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Chief Executive Officer at Endurance Wealth Partners
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
28 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Ari shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ari cares about

Strategic Priorities
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Career

Work history

10-2014
Chief Executive Officer
Endurance Wealth Partners
11-2009 - 9-2014
Senior Vice President - Wealth Advisor
Morgan Stanley
9-2004 - 11-2009
Vice President - Investments
UBS Financial Services
6-2004 - 9-2004
Financial Advisor
JPMorgan Chase
1-2004 - 6-2004
Trading Floor Manager
American Stock Exchange
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelors
Brooklyn College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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