Edwin R. Baldrige III, CFP®, President
Ed Baldrige has more than 35 years of professional investment experience in a broad range of the financial markets. He founded Baldrige Asset Management in 1999. Mr. Baldrige was a member of the Chicago Board of Trade from 1980-1986 and served on numerous committees during his tenure. He has been a member of the New York Mercantile Exchange (COMEX) since 1982, where he served on the Institutional Investor Committee and traded for his personal account. Mr. Baldrige graduated from Dartmouth College with an A.B. in Economics. He is a member of the Financial Planning Association (FPA) and holds the CFP®, Certified Financial Planner, designation.
Mr. Baldrige is also a member of the Economics/Finance Department at Muhlenberg College in Allentown, PA where he teaches an undergraduate financial course in portfolio management. Mr. Baldrige has spoken at national conferences on a variety of topics particularly portfolio tax management.
Jeffery W. Lanscek, RP®, Portfolio Administrator
Jeff Lanscek joined Baldrige Asset Management in 2003 and is responsible for Portfolio Operations. Mr. Lanscek has fifteen years of fund accounting and investment experience with a number of major financial institutions including SEI Investment and Guardian Group Pensions. He graduated from Lehigh University with a B.S. in Finance. Mr. Lanscek holds a Series 65 designation and is a Registered Paraplanner.
Diana Lormand, RP®, Client Services Administrator
Diana Lormand is responsible for client services and office administration since joining Baldrige Asset Management in 2015. She is a graduate of Messiah College with a degree in Art History and a minor in Business Administration. She brings 8 years of administration experience, including legal assistance, sales and non-profit work and is a Registered Paraplanner.