Jim Baird
Chief Investment Officer at Plante Moran Financial Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Tricia Newcomb | F | - |
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. | 20 years |
| Eric Dahlberg | M | - |
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. | 12 years |
| Greg Walthorn | M | - |
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. | 24 years |
| Scott Daniel Carano | M | - |
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. | 26 years |
| John Lesser | M | - |
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. | 28 years |
| Colin Lennox | M | - |
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. | 10 years |
| Eric Bowers | M | - |
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. | 14 years |
| Shawn Riley | M | - |
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. | 10 years |
| Katie Edwards | F | - |
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. | 16 years |
| Mark Corombos | M | - |
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. | 12 years |
| Hans Kronsbein | M | - |
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. | 23 years |
| Adam Broka | M | - |
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. | 10 years |
| Ray Celaya | M | - |
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. | 19 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Guillermo Miralles Linde | M | - |
Western Michigan University
| 4 years |
| Dawn R. Jinsky | F | - |
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. | - |
| Terry O'Rourke | M | - |
Western Michigan University
| 6 years |
| Bill J. Stone | M | - |
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. | - |
| Lisa M. Judy | F | - |
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. | - |
| Barry R. Roelofs | M | - |
Western Michigan University
| 4 years |
| Faisal Zelman bin Abdul Malik | M | 51 |
Western Michigan University
| 4 years |
| Kong Yew Wong | M | 50 |
Western Michigan University
| 4 years |
| Revrisond Baswir | M | 66 |
Western Michigan University
| 2 years |
| Rony N. Hendropriyono | M | - |
Western Michigan University
| 4 years |
| David Drogheo | M | - |
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. | 4 years |
| Paul Frederick Olmsted | M | - |
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. | 13 years |
| Edward Joseph Rumler | M | - |
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. | - |
| Max Wellinger | M | - |
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. | 11 years |
| Erin Elizabeth Goss | F | - |
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. | 16 years |
| Kean Yong Leng | M | 49 |
Western Michigan University
| 4 years |
| Marwadi S. Masyhur | M | 57 |
Western Michigan University
| 2 years |
| Jodi Trabbic Vleck | F | - |
Western Michigan University
| 4 years |
| Anthony Passmore | M | 55 |
Western Michigan University
| 4 years |
| Kevin Kobiela | M | - |
Western Michigan University
| 4 years |
| Paul Choo | M | 60 |
Western Michigan University
| 10 years |
| Rana Laila Choubah | F | 57 |
Western Michigan University
| 4 years |
| Woh Hon Siew | M | 52 |
Western Michigan University
| 3 years |
| Kolby Loren Smith | M | - |
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. | - |
| Sean C. Gaffney | M | - |
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. | 1 years |
| Heather Tamborino | F | - |
Western Michigan University
| 4 years |
| Drew Bennett | M | - |
Western Michigan University
| 4 years |
| Jay Ellis | M | - |
Western Michigan University
| 2 years |
| Doug Morgenstern | M | - |
Western Michigan University
| 4 years |
| Ross Blauwkamp | M | - |
Western Michigan University
| 4 years |
| Perry Abbenante | M | - |
Western Michigan University
| 3 years |
| Chong Hou Loh | M | 54 |
Western Michigan University
| 4 years |
| James T. Peregoy | M | - |
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. | 2 years |
| Josh Skelly | M | - |
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. | 7 years |
| See Wai Chan | M | 52 |
Western Michigan University
| 4 years |
| Anis Rizana Mohd Zainudin | F | 54 |
Western Michigan University
| 4 years |
| Kristine Diamond | F | 56 |
Western Michigan University
| 4 years |
| Diane Louise Prenger | F | - |
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. | 10 years |
| Timothy Parker | M | - |
Western Michigan University
| 4 years |
| Matt Wolff | M | - |
Western Michigan University
| 2 years |
| Yow Seng Leong | M | 53 |
Western Michigan University
| 4 years |
| Amy Feldman | F | 48 |
Western Michigan University
| 4 years |
| Kok Sun Wong | M | 51 |
Western Michigan University
| 4 years |
| Kenneth C. Austin | M | - |
Western Michigan University
| 5 years |
| Brad A. Filips | M | - |
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. | 3 years |
| Hero Djajakusumah | M | 58 |
Western Michigan University
| 2 years |
| Kraig Harper | M | - |
Western Michigan University
| 4 years |
| Dan Kostaroff | M | 42 |
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. | - |
| Steven Kiefer | M | - |
Western Michigan University
| 2 years |
| Dori J. Drayton | F | - |
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. | - |
| Pat James Swarz | M | - |
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. | - |
| Robert Gerald Techentin | M | - |
Western Michigan University
| 3 years |
| Jeffrey A. Riggs | M | - |
Western Michigan University
| 4 years |
| Mark Winter | M | - |
Western Michigan University
| 4 years |
| Jeff Rinvelt | M | - |
Western Michigan University
| 4 years |
| Margaret M. Brandt | F | - |
Western Michigan University
| 4 years |
| Karin Borchert | F | - |
Western Michigan University
| 4 years |
| Timothy Porth | M | - |
Western Michigan University
| 4 years |
| Rick Manske | M | - |
Western Michigan University
| 4 years |
| Keith Valentine | M | 56 |
Western Michigan University
| 4 years |
| Mike Vandenbossche | M | - |
Western Michigan University
| 2 years |
| James Epolito | M | 68 |
Western Michigan University
| 1 years |
| Bill Bower | M | - |
Western Michigan University
| 4 years |
| Bradford Adamczyk | M | 56 |
Western Michigan University
| 4 years |
| Clay T. Cramer | M | - |
Western Michigan University
| 1 years |
| Cheri L. Stein | F | - |
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. | - |
| Bo Wu | M | 60 |
Western Michigan University
| 1 years |
| Jon Mahan | M | 54 |
Western Michigan University
| 3 years |
| Connor O. Erinn | M | - |
Western Michigan University
| 4 years |
| José Iguina | M | - |
Western Michigan University
| 3 years |
| Kimberly Beute | F | - |
Western Michigan University
| 4 years |
| Kimberly Kay Querrey | F | - |
Western Michigan University
| 6 years |
| Ken Horner | M | - |
Western Michigan University
| 4 years |
| Brian J. Smolinski | M | - |
Western Michigan University
| 2 years |
| Susan A. Shoemaker | F | - |
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. | - |
| Dustin Turner | M | - |
Western Michigan University
| 4 years |
| Brett Pynnonen | M | 55 |
Western Michigan University
| 4 years |
| Dan Hendrick | M | - |
Western Michigan University
| 4 years |
| Robert Burnham | M | - |
Western Michigan University
| 4 years |
| Bradley D. Cutter | M | - |
Western Michigan University
| 4 years |
| Pete Koelzer | M | - |
Western Michigan University
| 2 years |
| Yousif Al-Rajhi | M | 65 |
Western Michigan University
| 1 years |
| Yip Chian Tan | M | 52 |
Western Michigan University
| 4 years |
| Muhammad Iqbal Zainuddin | M | 56 |
Western Michigan University
| 2 years |
| Jim Kimbel | M | - |
Western Michigan University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 98 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jim Baird
- Personal Network
