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Cheri L. Stein
Plus aucun poste en cours
Finance
Consumer Services
Profil
Ms. Cheri L.
Stein is Partner at Plante Moran Financial Advisors.
She specializes in investment consulting and wealth management for high net worth individuals and their families.
She provides a wide range of holistic financial planning and investment services including tax-efficient portfolio construction, personal financial planning and education funding alternatives.
She joined Plante Moran in July 1999.
Ms. Stein graduated with a BA in Accounting from the Taylor University.
She is a Certifed Public Accountant and a Certified Financial Planner.
She is also a Certified Investment Management Analyst.
Anciens postes connus de Cheri L. Stein
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Cheri L. Stein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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 |
Taylor University
 Taylor University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
