Jim Baird

Chief Investment Officer at Plante Moran Financial Advisors LLC

Finance

Consumer Services

Profile

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.

Jim Baird active positions

Companies	Position	Start
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.	Chief Investment Officer	1993-12-31

All active positions of Jim Baird

Training of Jim Baird

Western Michigan University

Undergraduate Degree

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Linked companies

Private companies	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