Paul Baumbach appointed to DSU Financial Literacy Institute

New Financial Literacy Institute at Delaware State University

Paul Baumbach, CFA, Mallard’s Chief Investment Officer, has been appointed to the Advisory Board of the new Financial Literacy Institute at Delaware State University (DSU). From financial literacy and wealth management resources, the Financial Literacy Institute is working to connect students, alumni, and community members to financial education.

“This partnership is exciting because the need to improve the financial planning and wealth management skills of our students is essential to our core mission of changing their life trajectories.” Dr. Tony Allen, President of Delaware Statue University.

DSU also has a new Financial Planning Minor (CFP-Board Registered). DSU is the second HBCU to offer such a program. This program will prepare students for the CFP Exam and a career in the field

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Mallard Financial Partners is a tradename. All services provided by Mallard Financial Partners investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Mallard Financial Partners.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.

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