Ira M. Bauman

Managing Director

Ira.Bauman@csca.com

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With nearly four decades of experience, Ira has built his career around helping individuals and families navigate their financial lives with confidence and clarity. He believes successful wealth planning begins with listening—taking the time to understand each client’s goals, concerns, and priorities—so he can develop thoughtful, personalized strategies and provide ongoing guidance as life evolves.

Ira’s experience spans comprehensive investment and wealth planning, investment strategy, portfolio construction, retirement planning, and asset allocation. He also brings specialized expertise in designing municipal bond strategies focused on generating tax-efficient income while preserving capital—an area in which he has advised clients for many years.

Earlier in his career, Ira was a vice president and financial advisor at Drexel Burnham Lambert, followed by senior vice president and financial advisor roles at UBS and Morgan Stanley. In 2016, Ira and his son, Harrison, founded Bauman Wealth Management, motivated by a shared commitment to a client-first philosophy and a planning-driven approach to wealth management.

Ira earned an MBA from the Stern School of Business at New York University and a BSBA in finance and accounting from Boston University.

Did you know?

Originally from Marlboro, New Jersey, Ira currently lives in New York City. He is the proud father of two children, Harrison and Riana, and a grandfather to four. Outside of work, Ira is an avid sports fan—following the Boston Red Sox, New York Giants, New York Rangers, and Boston Celtics—and enjoys cooking and barbequing, traveling, and spending time with family and friends.

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