Paul S. Baumbach

Current Employers

Employment History

• 11/1996 → 06/2023
  Mallard Financial Partners Inc
  Newark, DE
• 11/2012 → 11/2024
  State Of Delaware
  Dover, DE
• 07/2013 → 01/2022
  Julia Van Der Veur Trust
  Newark, DE
• 07/2023 → Present
  Mercer Global Advisors Inc.
  Hockessin, DE
• 01/2025 → Present
  Delaware State Troopers Assocation
  Dover, DE

Previous Registrations

• 2014-06-10 → 2024-03-25
  Mallard Financial Partners Inc
  Newark, DE
• 2002-09-13 → 2013-12-31
  Mallard Advisors, Llc
  Hockessin, DE

Other Businesses

1. Board Member of Delaware Coalition Against Gun Violence; Not Investment Related; Located at: PO Box 883, Hockessin DE 19707; July 2023; 6 hrs/month; The organization aims to reduce gun violence by promotion of legislation and policy which has been shown to reduce gun violence. I participate in regular board meetings via Zoom, field emails and calls, participate in fundraisers, and public outreach. 2. Delaware State Troopers Association; Not investment-related; 841 Silver Lake Boulevard, Suite 100, Dover, DE 19904; Represent retired Delaware state police officers' interests; Consultant, Delaware State Troopers Association; 01/06/2025; 6 hours per month; 3 hours during trading hours; Represent the Delaware State Troopers Association at meetings of the Delaware State Employee Benefits Committee. 3. The Delaware State Employee Benefits Committee; Not investment-related; 841 Silver Lake Boulevard, Suite 100, Dover, DE 19904; The (SEBC) is the governing body that manages employee benefit coverage including health, prescription, dental, vision and other employee benefit options; Committee Member; 01/15/2025; 6 hours per month; 3 hours during trading hours; Prepare for and attend monthly meetings. 4. ABC Parenting Institute; Not investment-related; Newark, DE; Non-profit parenting program organization; Board Member/Treasurer; 09/01/2024; 4 hours per month; Serve as a board member/Treasurer and participate in quarterly virtual board meetings and review finanical reports.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-17

Designations

Other Names

• Paul Baumbach