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Ray Celaya
Gestor de Cartera-Acciones en
Plante Moran Financial Advisors LLC
.
Perfil
Mr. Raymond C.
Celaya, CFA, is a Partner at Plante Moran Financial Advisors LLC.
He helps build, implement, and monitor their financial wealth strategies.
Mr. Celaya assists clients with planning for personal finances, developing and implementing an investment strategy, charitable giving, education, retirement, income tax planning, and multigenerational estate considerations.
He specialize in providing holistic wealth management and investment planning services for high-net-worth individuals and wealthy families.
He received his B.B.A. with emphases in finance and accounting from Stephen M.
Ross School of Business.
Cargos activos de Ray Celaya
| Empresas | Cargo | Inicio |
|---|---|---|
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Gestor de Cartera-Acciones | 01/02/2005 |
Formación de Ray Celaya.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
22
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Finance |
Stephen M. Ross School of Business
 Stephen M. Ross School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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