Episode 11

full
Published on:

8th Dec 2022

Pulling Back The Curtain - A Private Conversation with Sarah Baldwin

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this edition podcast we listen to a private conversation with Sarah Baldwin, Portfolio Manager and COO of Longboard Asset Management. 

At Ellis Wealth Management we champion human capital - surround and support it planning, coaching and professional investment management. 

Clients of EWM also receive access to private content and information. 


In this podcast we pull back the curtain and share a Private Client podcast conversation with Sarah Baldwin, COO and Portfolio Manager with Longboard Asset Management. Sarah discusses today’s market environment and concerns including:  


  • Inflation
  • The Possibility of a Federal Reserve Pivot
  • What Should Be the Mindset for Investors In these Challenging Times. 


Longboard Asset Management is an alternative asset manager, specializing in strategic asset allocation. 


Sarah Baldwin’s Bio: 

COO and Portfolio Manager , Longboard Asset Management 


Education: 

University of Connecticut

Bachelors degree, Economics and Political Science

2002-2006



Contact: 

Twitter: @sarahebaldwin

Linkedin: https://www.linkedin.com/in/sarahebaldwin/

Websites: https://longboardfunds.com/


We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.


Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.


EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/


Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®



Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/


Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®


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About the Podcast

EWM INSIGHTS
Ellis Wealth Management, LLC presents EWM INSIGHTS, a content-rich lifestyle podcast that goes beyond the checklists, to-do lists, and mere financial markets to celebrate HUMAN CAPITAL.
Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




Ellis Wealth Management, LLC
Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC
Reposts & Links ≠ endorsements
elliswealthmanagement.net

Ellis Wealth Management, LLC - “Invest in What You Love!"®

About your host

Profile picture for Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA® is the Managing Director of Ellis Wealth Management, LLC

Paul is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through Investments & Wealth Institute and the Wharton School of the University of Pennsylvania.

In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director.

Paul is an active member of the Investments & Wealth Institute, and member of the Mukilteo Chamber of Commerce.

His volunteer activities have included serving as Chair of the Mukilteo Chamber of Commerce, Co- Chair of the U.W Foster School of Business’ Center for Entrepreneurship and Business Development, and Past -President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington.

Paul also participates in various local community projects and initiatives.

As a graduate of the University of Washington, Paul strives to help students achieve their potential through learning and growth opportunities, and is a known engaging guest speaker.

Seattle Magazine has consistently named Paul to The Best Wealth Managers List and he has been named among America’s Most Honored Professionals by American Registry.