Greg Walthorn
Portfolio Manager-Equities at Plante Moran Financial Advisors LLC
Profile
Mr. Gregory R.
Walthorn, CPA, is a Partner at Plante Moran Financial Advisors LLC.
He assists high net worth individuals and families in growing their wealth, reducing income and estate taxes, and planning for future generations.
He has over two decades of experience.
He has completed a B.A.
and M.S.
in accounting with a specialization in tax and finance from Michigan State University.
Greg Walthorn 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. | Portfolio Manager-Equities | 2015-06-30 |
Training of Greg Walthorn
| Michigan State University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
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