Sign in

You're signed outSign in or to get full access.

Ari Lazar

Ari Lazar

Investment Analyst at Baldwin Brothers Llc/ma

Skokie, IL , United States

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

OrganizationRoleDate RangeDetails
Baldwin Wealth PartnersInvestment AnalystMay 2025 to Present
RGA Investment AdvisorsSenior Research AnalystNov 2021 to Jan 2025
RGA Investment AdvisorsResearch AnalystMar 2019 to Nov 2021
Lincoln InternationalAnalystMar 2017 to Oct 2018
Stout Risius RossValuation and Financial Opinions AnalystJul 2016 to Mar 2017
Stout Risius RossValuation Analyst InternJun 2015 to Aug 2015

Education

University of Illinois at Urbana-Champaign - College of Business

Finance

2012 2016

Skills & Expertise

Microsoft Excel
Business Valuation
Cash Flow
Customer Service
Data Analysis
Finance
Financial Analysis
Leadership
Management
Microsoft Office
PowerPoint
Public Speaking
Strategy
Valuation
Analysis

Others at Baldwin Brothers Llc/ma (6)

NameRoleLocation
A
Andrew McIntire
Managing PartnerMattapoisett, MA , United States
E
Ellen Stone
PartnerMarion, MA , United States
Will Klein
Will Klein
Chief Investment OfficerBirmingham, AL , United States
Bill Marvel
Bill Marvel
Managing PartnerMarion, MA , United States
J
John Mannix
PartnerPlymouth, MA , United States
Zach Shirilla
Zach Shirilla
Investment AnalystWashington, DC , United States

Similar Fund Managers

NameRoleFundLocation
Rick Bleser
Rick Bleser
Vice President - Portfolio ManagerST Germain D J Co. Inc.Springfield, MA , United States
Sylvia Callan
Sylvia Callan
Portfolio ManagerST Germain D J Co. Inc.Northampton, MA , United States
Carl Noble
Carl Noble
Senior Vice President of InvestmentsCongress Wealth Management LLC / de /Columbia, MD , United States
Conor Clark
Conor Clark
Manager of Investment ResearchCongress Wealth Management LLC / de /Richmond, VA , United States