Paul Baumbach, CFA
Director of Investments
Paul is Mallard’s Director of Investments, having founded the original firm, Mallard Asset Management, as an independent, comprehensive wealth management firm in 1996. Paul has provided comprehensive investment advice to individuals for over twenty years.
Paul earned his Chartered Financial Analyst (CFA) designation in 1996 and utilizes it in his current capacity as Director of Investments. He previously used his Certified Financial Planner™ certification, earned in 2009, and his Chartered Financial Consultant (ChFC) designation, earned in 1995, but released those designations as he narrowed his professional focus to investments. He earned his Bachelors degree in Computer Science from the University of Delaware in 1983, and a Masters degree in Computer Science from Villanova University in 1988.
Paul has given back to the industry through the national Fee-Only organization NAPFA, where he has helped organize three regional conferences, and where he has led efforts to develop and present investment courses as continuing education for its members. Since 2012, he has given back to the community through his time in the Delaware State Legislature as a Representative. He also provided free courses on financial planning and investment topics through the Delaware Money School for over a decade.
Paul has been quoted by the Wall Street Journal and the Wilmington News Journal papers, by Bloomberg Wealth Manager, Kiplinger’s Personal Finance, Financial Advisor, and Business Week magazines, has been interviewed on WHYY-TV 12 and CN8, and was a guest several times in 2009 on the Fox Business Network 2pm program.
Raised in Bel Air, Maryland, Paul has lived in Newark, Delaware with his wife Pam since 1990. Paul is active in community activities. Tennis is one of Paul’s recreational passions.