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About
Jared Baum is the Head of Trading at Diversified, LLC, overseeing trade execution and portfolio implementation for the firm since 2024. In addition to operational leadership, he plays a key role in the firm's investment process and coordinates a team focused on multi-asset strategies and risk management.
Prior to joining Diversified, LLC, Jared held senior positions at Vanguard, serving as Senior Equity and Options Trader from 2018 to 2023 and previously as a Fixed Income Analyst from 2015 to 2018. His expertise spans across equities, options, and fixed income, with direct trading and analysis experience in both asset classes. This diverse background enables him to manage and implement strategies across a broad spectrum of securities, including equities, derivatives, and fixed income instruments.
Jared holds a degree in Healthcare Policy and Administration from Penn State University, earned in 2007. His cross-sector knowledge and experience in both trading and analysis make him a valuable contributor to the investment community, recognized for his ability to adapt to evolving market environments and drive results in institutional investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified, LLC | Head of Trading | Feb 2024 to Present | — |
| Vanguard | Senior Equity and Options Trader | Dec 2018 to May 2023 | — |
| Vanguard | Fixed Income Analyst | Sep 2015 to Dec 2018 | Partner with Senior Leadership teams to prepare financial models that evaluate business initiatives, capital investments and analysis of Vanguard's U.S. and International Fixed Income Funds
-Create me... |
| Vanguard | Investment Consultant | May 2014 to Sep 2015 | -Develop strong relationships with high net worth prospects and clients to earn their confidence and assisting with consolidation of assets at Vanguard
- Conduct Advanced financial analysis of clien... |
| Banco Santander | Investment Associate | Oct 2012 to May 2014 | Proactively sourced, acquired, and built customer relationships by maximizing sales opportunities.
Cultivated and managed high net worth client portfolio
Conducted financial analysis and offered app... |
| Citi | Banker | Nov 2011 to Oct 2012 | Grew client base and implemented appropriate sales plans to target prospective clients |
| Northeast Consulting, Inc | Accounts Manager | May 2008 to May 2010 | Business sales for Verizon SMB accounts. |
Education
Penn State University
Healthcare Policy and Administration
2002 — 2007
Others at Diversified Enterprises, LLC (2)
| Name | Role | Location |
|---|---|---|
 | Chief Investment Officer | Philadelphia, PA , United States |
 | Investment Analyst | Exton, PA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Investment Analyst, Asset Management Team | Great Valley Advisor Group, Inc. | Exton, PA , United States |