LAKE MARY, FLORIDA (AUG. 3, 2022) — CapAcuity, the leading executive benefits consulting and asset management firm, announced today that it has appointed David Baum as Managing Director.
Baum will develop relationships with advisors, collaborating with them to bring CapAcuity’s suite of services to executive benefit plan sponsors—including non-qualified plan design; asset/liability management; funding and hedging of plan liabilities; and financial reporting.
“We are delighted that David will be joining our firm as we continue to expand our significant presence in the executive benefits marketplace,” said CapAcuity Chief Executive Officer Peter Cahall. “David is well-known and respected in the advisor community, and has the knowledge and experience to further accelerate CapAcuity’s growth.”
Prior to joining CapAcuity, Baum was a regional director with Newport, an Ascensus company. He has also held similar positions with UBS, MetLife, Mutual Benefit Life, and other leading financial services firms. He has spoken to industry groups and written a variety of articles on the subject of deferred compensation and executive benefits for various insurance publications.
Baum attended college in Rhodesia and received his degrees from the Associated Examining Board located at Cambridge. He is also a Chartered Life Underwriter (CLU) and holds Series 1, 7, 26, 63 and 65 registrations, as well as life and health insurance licenses.