COLLABORATING INVESTMENT COMMITTEE
Our collaborating investment committee delivers customized financial and investments solutions to a select number of clients. As a client of Lawrence Wealth Management, you will always benefit from our years of experience navigating challenging and volatile markets.
Richard S. Lawrence, CFA
President, Lawrence Wealth Management LLC
Professional
- Founder, Lawrence Wealth Management 2008
- Financial Advisor, Merrill Lynch
- Securities Analyst, Janney Montgomery Scott and predecessor company, Parker Hunter (20 years)
Education and Professional Designations
- Chartered Financial Analyst (CFA), 1991
- University of Denver, Masters Business Administration
- University of Pennsylvania (Wharton School), Bachelors Degree Business Administration
Civic Organizations
- Whitpain Recreation Association; Former Board Member Soccer Program Chair
- Central Behavior Health; Former Board Member and Board Treasurer
- Denver Business Series, Member Board of Directors and Board Secretary
Peter H. Havens
Chairman, Baldwin Investment Management LLC
Professional
- Founder, Baldwin Management LLC, 1999
- Bryn Mawr Trust Company; Board of Directors, Member
- Executive Vice President, Investment Management
- Organized and Operated Kewanee Enterprises Family Office
Education
- Harvard College, B.A.
- Columbia University, M.B.A.
Civic Organizations
- AAA Club Alliance; Board member
- Main Line Health; Board Member
- Lankenau Medical Center Foundation; Board member
Susan Berry-Gorelli
Managing Director and Portfolio Manager, Baldwin Investment Management
Professional
- Bryn Mawr Trust Company; Portfolio Manager
- 30 Years Investment Management experience
- Research Director, Baldwin Management
Education and Professional Designations
- College of William and Mary
- University of Delaware, B.A. Economics; Summa Cum Laude and Phi Betta Kappa
Civic Organizations
- Chronic Lymphocytic Leukemia Global Research Foundation; Board member
- Association of the Colonial Theater; Board Member
Jeffrey Stallings, CFA
Associate Managing Director, Baldwin Investment Management LLC
Professional
- Head Trader, Baldwin Investment Management
- Manages complete financial planning process for clients
- Member of Pennsylvania Institute of CPAs
Education and Professional Designations
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)®
- Millersville University, BS Business Administration and Accounting
Conor Renn
Investment Analyst/Trader
Professional
- Financial Analyst, Baldwin Investment Management
- Level I Candidate, CFA Program
Education
- Bloomsburg University of Pennsylvania, B.S. Finance, Cum Laude