Our Team

We deliver customized financial and investments solutions to a select number of clients. As a client of Lawrence Wealth Management, you will always benefit from our years of experience navigating challenging and volatile markets.

Richard S. Lawrence

Managing Director, Lawrence Wealth Management

Professional

  • Founder, Lawrence Wealth Management 2008
  • Financial Advisor, Merrill Lynch
  • Securities Analyst, Janney Montgomery Scott and predecessor company, Parker Hunter (20 years)

Education and Professional Designations

  • Chartered Financial Analyst (CFA), 1991
  • University of Denver, Masters Business Administration
  • University of Pennsylvania (Wharton School), Bachelors Degree Business Administration

Civic Organizations

  • Whitpain Recreation Association; Former Board Member Soccer Program Chair
  • Central Behavior Health; Former Board Member and Board Treasurer
Peter H. Havens

Peter H. Havens

Chairman, Baldwin Investment Management LLC

Professional

  • Founder, Baldwin Management LLC, 1999
  • Bryn Mawr Trust Company; Board of Directors, Member
  • Executive Vice President, Investment Management
  • Organized and Operated Kewanee Enterprises Family Office

Education

  • Harvard College, B.A.
  • Columbia University, M.B.A.

Civic Organizations

  • AAA Club Alliance; Board member
  • Main Line Health; Board Member
  • Lankenau Medical Center Foundation; Board member
Susan Berry-Gorelli

Susan Berry-Gorelli

Managing Director and Portfolio Manager, Baldwin Investment Management

Professional

  • Bryn Mawr Trust Company; Portfolio Manager
  • 30 Years Investment Management experience
  • Securities Analyst, Janney Montgomery Scott and predecessor company, Parker Hunter (20 years)

Education and Professional Designations

  • College of William and Mary
  • University of Delaware, B.A. Economics; Summa Cum Laude and Phi Betta Kappa

Civic Organizations

  • Chronic Lymphocytic Leukemia Global Research Foundation; Board member
  • Association of the Colonial Theater; Board Member
Jeffrey Stallings

Jeffrey Stallings

Associate Managing Director, Baldwin Investment Management LLC

Professional

  • Head Trader, Baldwin Investment Management
  • Manages complete financial planning process for clients
  • Member of Pennsylvania Institute of CPAs

Education and Professional Designations

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)®
  • Millersville University, BS Business Administration and Accounting
Jeffrey Stallings

Conor Renn

Professional

  • Financial Analyst, Baldwin Investment Management
  • Level I Candidate, CFA Program

Education

  • Bloomsburg University of Pennsylvania, B.S. Finance, Cum Laude