Jim Baird
Director de Inversiones en Plante Moran Financial Advisors LLC .
Perfil
Mr. James M.
Baird, CPA, is a Partner & Chief Investment Officer at Plante Moran Financial Advisors LLC.
Mr. Baird analyze and evaluate global economic and capital market conditions, collaborating with Plante Moran Financial Advisors (PMFA) Investment Committee to develop investment strategies that meet clients’ long-term goals and objectives.
He is also head of internal investment research team and chair the investment committee.
He received his B.B.A.
in accountancy from Western Michigan University.
Cargos activos de Jim Baird
Empresas | Cargo | Inicio |
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Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Director de Inversiones | 01/01/1994 |
Formación de Jim Baird.
Western Michigan University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Empresas relacionadas
Empresas privadas | 1 |
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Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
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