Jim Baird
Directeur en chef des Investissements chez Plante Moran Financial Advisors LLC
Profil
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.
Postes actifs de Jim Baird
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur en chef des Investissements | 01/01/1994 |
Formation de Jim Baird
| Western Michigan University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |