David Baum

Managing Director

David Baum has more than 30 years of experience in the financial services industry, focusing on developing business relationships and identifying marketing opportunities to promote executive benefit services, as well as the design, funding, and administration of non-qualified benefit plans.

As Managing Director with CapAcuity, David collaborates with investment advisors, benefit consultants and retirement plan advisors to bring CapAcuity’s suite of services to plan sponsors—including executive retirement plan design consulting; asset/liability management; funding and hedging of plan liabilities; and financial reporting.

Prior to joining CapAcuity, David was a Regional Director with Newport Group, and held similar positions with UBS, MetLife, and other leading financial services firms. He speaks regularly to industry groups and has written extensively on the subjects of deferred compensation and executive benefits.

David 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.