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About
Ari Lazar is an Investment Analyst at Baldwin Wealth Partners, based in Skokie, Illinois. In this role, he specializes in in-depth analysis of publicly traded equities across all sectors and market capitalizations, bringing a comprehensive and fundamental research approach to the firm. His focus spans the full spectrum of the equities market, enabling him to identify unique opportunities for clients and support long-term investment strategies.
Prior to joining Baldwin Wealth Partners in 2025, Ari was a Senior Research Analyst at RGA Investment Advisors, where he gained significant experience conducting fundamental research on public equities. His career progression reflects a deep expertise in fundamental equity research, and he is recognized for his passion for market analysis and attention to detail.
Ari holds a Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign – College of Business. His notable achievements include developing a reputation for rigorous investment research and a keen ability to uncover insights across diverse industry sectors, making him a valuable advisor for clients seeking thoughtful equity exposure.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Baldwin Wealth Partners | Investment Analyst | May 2025 to Present | — |
| RGA Investment Advisors | Senior Research Analyst | Nov 2021 to Jan 2025 | — |
| RGA Investment Advisors | Research Analyst | Mar 2019 to Nov 2021 | — |
| Lincoln International | Analyst | Mar 2017 to Oct 2018 | — |
| Stout Risius Ross | Valuation and Financial Opinions Analyst | Jul 2016 to Mar 2017 | — |
| Stout Risius Ross | Valuation Analyst Intern | Jun 2015 to Aug 2015 | — |
Education
University of Illinois at Urbana-Champaign - College of Business
Finance
2012 — 2016
Skills & Expertise
Others at Baldwin Brothers Llc/ma (6)
| Name | Role | Location |
|---|---|---|
A Andrew McIntire | Managing Partner | Mattapoisett, MA , United States |
E Ellen Stone | Partner | Marion, MA , United States |
| Chief Investment Officer | Birmingham, AL , United States | |
| Managing Partner | Marion, MA , United States | |
J John Mannix | Partner | Plymouth, MA , United States |
| Investment Analyst | Washington, DC , United States |
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