Peter Baden


About Peter

Peter Baden is the Chief Investment Officer at Genoa Asset Management and Portfolio Manager for the firm’s taxable bond strategies. Mr. Baden joined Genoa’s predecessor firm in 2005 to launch the firm’s effort to build customized fixed income portfolios for high net-worth clients.

What I do For crew and you

Mr. Baden has over 25 years of investment management experience, encompassing portfolio management, mergers and acquisitions, financial institutions, and credit analysis

Work Experience

Prior to joining Genoa and its predecessor firm, Mr. Baden worked on the mergers and acquisitions team at Star Banc (now US Bancorp) acquiring and integrating multiple banks and savings and loan associations. In the trust department, he managed the REIT allocation for a mutual fund and analyzed US and international bank, insurance, and financial companies, as well as municipalities. Previously, at Pacholder Associates (now JP Morgan high yield), Mr. Baden managed money market assets in multiple portfolios, and designed and developed proprietary portfolio systems and models for distressed companies, collateralized bond obligations, and legal settlement pools. Mr. Baden has extensive experience with resolution and liquidation for distressed portfolios including the Resolution Trust Corporation.

Mr. Baden also has extensive experience in computer technology and systems, and served as a project leader developing integrated, internet-enabled solutions for a major multinational corporation.

Education

Mr. Baden earned a Bachelors in Business Administration degree in Finance from the University of Cincinnati and an Associate of Science degree in Computer Technology/Computer Systems Technology from Miami University of Ohio. Mr. Baden is a CFA® charterholder.

Other Team Members

Robert F. Jung
CFA, CPA(inactive)

Founder 

Matthew Swendiman, CFA

Financial Advisor

Peter Baden,
CFA

Financial Advisor

Dan Schneider, CFP®

Financial Advisor

Rick Bell

Senior Advisor

Andrew Jung

Research Analyst

Sarah Argo

Operations Manager