Peter H. Havens, Chairman, founded Baldwin Management, LLC in 1999 after serving as a member of the Board of Directors and Executive Vice President of The Bryn Mawr Trust Company. Previously he organized and operated the family office of Kewanee Enterprises. Peter received his B. A. from Harvard College and his M. B. A. from Columbia Business School. He serves as a Chairman of the Lankenau Institute for Medical Research, Chairman of the Board for the Independence Seaport Museum, and Vice Chairman of Main Line Health. He is a Board member of AAA Club Alliance, Main Line Health, the Lankenau Medical Center Foundation, Main Line Health Realty and Lankenau Development Inc. He is a Trustee Emeritus at Ursinus College and former Trustee of the Leukemia Society of America. He was also the Chairman of the Board of Petroferm, Inc. and a Board member of Nobel Learning Communities Inc.
David Buten, Managing Director, is a Portfolio Manager and Director of Marketing of Baldwin Investment Management. David came to Baldwin from Prudential Securities, where he was a 1st Vice President and a Prudential Securities Portfolio Manager. He is a graduate of the Wharton School of the University of Pennsylvania and has been in the investment business except for a twelve year period as the director of a museum specializing in Wedgwood Ceramics. He authored and co-authored seven books on ceramics. He was the past Chairman of the Board of Philabundance.
Susan Berry-Gorelli, Managing Director, is Director of Research and a Portfolio Manager of Baldwin Investment Management. She has over 30 years of individual and institutional investment and risk management experience in the financial services industry. Susan attended The College of William and Mary and the University of Delaware, earning a B.A. in Economics and History, Summa Cum Laude and Phi Beta Kappa. She serves on the boards of the Chronic Lymphocytic Leukemia Global Research Foundation at the M.D. Anderson Cancer Center and the Association of the Colonial Theatre.
Cathy Berry, Managing Director, is a Portfolio Manager of Baldwin Investment Management with a total of twenty-six years experience in the financial world. She is financial advisor and active participant in The Sandy River Charitable Foundations, including evaluating mission related and locally based investment opportunities.
She is personally focused on sustainable agriculture and building sustainable communities. She is one of the founders of BALLE, focusing on creating vibrant local economic communities and one of the founders and board members of Slow Money, a nonprofit focusing on creating alternative investment structures to encourage and allow people to invest in local food systems. She is on the board of managers of Farmers Diner and majority owner of Vermont Smoke and Cure, a Vermont meat process company serving local farmers and selling in a variety of stores, on the east coast.
She serves on the board of Two Rivers/Food Works in Montpelier, VT and is founding board member of Your Olive Branch. She lives in rural New Hampshire on a rustic farm.
Johanna M. Winslow, Principal, serves as Investment Administrator and Office Manager at Baldwin. She has over 40 years of experience in the securities business, most of which was spent as an Investment Officer at Brown Brothers Harriman & Company. Jo earned a B.S. degree in Management, Marketing and Finance, Magna Cum Laude from Holy Family University, Philadelphia.
She has served on the Board and as past President of Encore of Bonita Springs; currently, chairing their Charitable Giving committee. She also serves on a number of committees for the Gulf Coast Poodle Rescue.
Jeffrey Stallings, CPA, CFP®, Associate Managing Director, has over 20 years of Accounting and Finance experience. He serves as the firm’s Head Trader, handles the Financial Planning needs of clients and manages the Operations function at Baldwin.
Jeffrey earned his B.S. in Business Administration/Accounting from Millersville University and is a member of the Pennsylvania Institute of Certified Public Accountants.
He serves as a Junior Trader and supports Operations, as well as handles Baldwin’s quantitative stock selection model. As a member of the investment committee, Conor is in charge of investment research covering the industrial sector of the market.