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 develops 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.

Prior to joining CapAcuity, David 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.

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.