Patricia P. Baum, CPWA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

410-573-6717
Email |
410-573-6701

Patti has been a financial advisor and wealth manager with RBC Wealth Management since 1998. She began her career in 1985 as a financial advisor with Alex. Brown & Sons. Patti is part of RBC’s Private Wealth Group, a select group of advisors serving high-net-worth individuals and institutions. She is a member of the firm’s Senior Consulting Group, and has been consistently named to the firm’s Chairman’s Council, offered to RBC’s top 150 advisors.

In conjunction with the University of Chicago Booth School of Business, Patti completed the Certified Private Wealth Advisor (CPWA®) program. This rigorous study helps wealth advisors develop specific strategies for high-net-worth families, with the goal of minimizing taxes, accumulating and protecting assets, maximizing growth of capital, and transferring wealth to the next generation.

Patti earned a bachelor’s degree from Duke University in 1978, graduating summa cum laude, and earning membership to the Phi Beta Kappa honorary society. In 1991, she graduated from the Wharton School Securities Industry Institute program. In addition, she completed the U.S. SIF Foundation Course: Fundamentals of Sustainable and Responsible Investment from the Center for Sustainable Investment Education.

Patti plays an active role in the Baltimore-Annapolis community. She is currently on the Board of Trustees and is Co-Chair of The Baltimore Community Foundation, where she serves as Chair of the Investment Committee. She is also on the Board of Overseers and Investment Committee for the Baltimore School for the Arts, which is a leading pre-professional arts high school. In addition, she serves on the Board of the Rosa Parks Museum in Montgomery, Alabama.

Patti has been recognized as an outstanding leader in Anne Arundel County. She previously served on several local boards, including the YWCA of Anne Arundel County, The Key School, and Maryland Hall for the Performing Arts.

Awards

  • Barron’s Top 1200 Advisor List (2018–2020)
  • Forbes/SHOOK State-by-State Top Wealth Advisor (2018–2020)
  • Forbes Top 200 Women Advisors (2019–2020)
  • Financial Times Top 400 Advisor (2013–2020)

 

Margaret M. Jackson, AWM, CFP®, CPWA®, RMA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

410-573-6719
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410-573-6701

Margie is a member of RBC Wealth Management’s Private Wealth Group, a select group of advisors serving high-net-worth families and institutions, and is also a member of the Senior Portfolio Group. Each year since 2004, Margie has been named to the firm’s President’s Council, which recognizes high-performing advisors. Margie currently serves on RBC Wealth Management’s Financial Planning Advisory Council and Equity Leaders Advisory Council. She is a past president of the firm’s Women’s Association of Financial Advisors, and has served in various board capacities for that organization.

Margie regularly expands her wealth management expertise through graduate-level coursework, and has earned several advanced certifications. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and recently earned designation as a Retirement Management Advisor® (RMA®) from the Investments and Wealth Institute. Through coursework with the University of Chicago Booth School of Business, Margie holds the designation of Certified Private Wealth Advisor® (CPWA®). She has also earned certification as an Accredited Investment Fiduciary® (AIF®) from Michigan State University.

All certifications and accreditations are granted after having met rigorous experience and ethical requirements, and involve intensive study and demonstrated proficiency in comprehensive financial planning and wealth management issues.

Margie is active locally and committed to community involvement. She is a Director Emeritus for the Board of Directors of Ginger Cove, a premier continuing life-care retirement community that embraces wellness as a way of life. She had previously served as Vice President, Treasurer and Chair of the Investment Committee. Margie is currently a member of the Anne Arundel Estate Planning Council. Margie has also served on the Finance Committee of the Community Foundation of Anne Arundel County, the Charitable Gift Planning Advisory Committee at Anne Arundel Medical Center, and on the Board of Directors for the YWCA of Anne Arundel County.

Margie earned an MBA from Loyola College and a bachelor’s degree from the University of North Carolina-Chapel Hill, where she graduated with honors. She partnered with Patti Baum in 2000 to form the Baum Jackson Investment Group, after a career in management with the Johns Hopkins Applied Physics Lab.

Awards

  • President’s Council 2004–2019
  • Financial Times Top 400 Advisor (2019, 2018, 2016)

 

Steven A. Rice, CFA, CFP®

Senior Financial Associate

410-573-6722

Steve began his career in 2011 as an investment advisor at a Maryland independent advisory firm. Prior to joining the Baum Jackson Investment Group in 2019, he spent more than six years at T. Rowe Price, initially working with small business retirement plans. More recently, Steve was a portfolio analyst in T. Rowe’s asset allocation investments division, where he conducted mutual fund research and institutionallevel portfolio analysis.

Steve is involved in our wealth management and investment selection process and works side-by-side with Patti and Margie, developing customized solutions to fit clients’ needs. He specializes in RBC WealthPlan, a goals-based financial planning tool. This plan helps us better understand our clients’ expectations and priorities, from retirement-readiness to legacy planning, and it allows us to weigh the myriad financial decisions that might affect the achievement of their goals.

Steve earned the Chartered Financial Analyst designation in 2018. He has passed the Series 7, 63 and 65 FINRA exams and holds Maryland life, health and annuity licenses. Additionally, Steve earned an MBA from Loyola University of Maryland and a bachelor’s degree in finance from Towson University. While earning his degree, Steve played four years of NCAA Division I baseball.

Steve lives with his wife in Arnold, Maryland. He enjoys spending quality time with family and friends, working out and playing golf.

Donna M. Johnson

Senior Investment Associate

410-573-6719
410-573-6701

Donna joined the Baum Jackson group in 2006 and has more than 30 years of experience in the investment field. She brings an engaging personality, strong work ethic and broad knowledge of investments to her position, and strives to deliver an exceptional experience to all our clients. Donna received the RBC Wealth Management Award of excellence for her outstanding performance in 2012 and again in 2015. Donna hails from upstate New York and graduated from the State University of New York at Oswego with a bachelor’s degree in Linguistics. She has passed the Series 7, 63 and 66 exams.

Donna is an American Contract Bridge League Life Master and plays competitively in local and regional bridge tournaments. She lives in Annapolis with her three cats, and enjoys golfing, gardening and a good read.

Trisha Thomas

Vice President - Assistant Complex Manager, Private Client Group

410-573-6717
410-573-6701

Trisha joined RBC Wealth Management in 2011, most recently serving as the assistant complex manager in the Washington, D.C. complex. Formerly with Morgan Stanley, she held the roles of financial advisor, branch service manager and complex risk officer. Trisha has been in the financial services industry for 16 years, has passed her Series 3, 7, 9, 10, 31 and 66 exams and holds life and health insurance licenses. Trisha and her team were awarded RBC Wealth Management’s Award of Excellence for 2013. She received the individual Award of Excellence recognition in 2012 and again in 2018. Additionally, Trisha is a 2009 recipient of the Morgan Stanley Guardianship Award for excellence in risk and compliance.

Trisha attended George Washington University and, after living in Washington, D.C., for many years, now resides in Annapolis, Maryland, with her husband. She is a sustaining member, and former board member, of the Junior League of Annapolis. She practices yoga and enjoys running with her chocolate lab, Lucy. Trisha is a knowledgeable fine art enthusiast and formerly served as co-chair for the Phillips Collection Contemporaries steering committee. She is proficient in the French language, having studied in Paris at the Sorbonne University Ècole and Ètrangers.

Stephanie Latta

Investment Associate

410-573-6719
410-573-6701

Stephanie joined the Baum Jackson Investment Group in January 2020 from Morgan Stanley, bringing more than 28 years of experience in the financial services industry. At Morgan Stanley, and at Smith Barney and Prudential before that, she was a senior registered associate, providing overall administrative support to her team’s clients and senior wealth advisors. Stephanie started her career in 1991 as a wire operator in the Annapolis, Maryland, Dean Witter office.

She is a native Marylander, living in Pasadena with her husband, Brian, and her two children, Rachel and Luke. Stephanie enjoys the Chesapeake Bay, gardening and spending time with her extended family. She has passed the Series 7 and 66 securities exams.

A team approach

Our team brings energy and enthusiasm to our work, with a passion for building lasting client relationships. We leverage over 70 years of investment experience to create a true partnership with our clients. We take a holistic view, seeing our clients' investments as a means for turning their life goals into reality. We work in concert with our clients' tax and legal advisors to coordinate and expand their financial opportunities -- growing assets, managing risk, and creating a retirement income and building a legacy.
 

Statistics for the Baum Jackson Investment Group

* Total assets under management: over $1 billion
* Minimum account size: $1 million