Gregory Walthorn
Plante Moran East Lansing Office Managing Partner; Wealth Management
- Role
- Partner - Wealth Management Industry at Plante Moran Wealth Management
- Location
- Lansing, US
- LinkedIn followers
- 500 followers
About Gregory Walthorn
Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) serving as a…
Experience
Partner - Wealth Management Industry
Plante Moran Wealth Management
Jul 2015 — Present · East Lansing, MI, US
Wealth management team leader serving ultra high net worth individuals and families. Emphasis on tax-efficient cash management and portfolio construction, alternative investment analysis, income tax planning and coordination, and advanced estate tax and wealth transfer strategies.
Education
Michigan State University - Eli Broad College of Business
Master of Science in Professional Accounting, Tax Accounting; Finance
1998 — 1999
Michigan State University
Bachelor of Arts, Accounting
1994 — 1998
Skills
- Wealth Management
- Retirement Planning
- Portfolio Management
- Financial Planning
- Estate Planning
- Investments
- Asset Allocation
- High Net Worth Individuals
- Tax
- Asset Management
- Strategic Financial Planning
- Institutional Investments
- Cash Management
- Financial Analysis
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