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Jim Baird
Chief Investment Officer at Plante Moran Financial Advisors LLC
Jim Baird active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 1993-12-31 | - |
Chief Investment Officer | 1993-12-31 | - | |
Investment Committee Member | 1993-12-31 | - | |
Portfolio Manager-Equities | 1993-12-31 | - |
Career history of Jim Baird
Training of Jim Baird
Western Michigan University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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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