Jim Baird
Chief Investment Officer/Partner at Plante Moran
- Role
- Chief Investment Officer Partner at Plante Moran
- Location
- Portage, MI, US
- LinkedIn followers
- 500 followers
About Jim Baird
Even before I began my professional career, I was fascinated by the economy and politics.…
Experience
Chief Investment Officer Partner
Feb 2013 — Present · Portage, MI, US
I analyze and evaluate global economic and capital market conditions, collaborating with PMFA’s Investment Committee to develop investment strategies that meet clients’ long-term goals and objectives.I have experience with economic and capital markets analysis, investment strategy development, portfolio construction, and money manager due diligence and evaluation. I’m known for my expertise on the U.S. economy, capital markets, and issues relevant to wealth management. In addition to being PMFA’s chief investment officer, I also head our internal investment research team and chair our investment committee.I was attracted to Plante Moran because of the firm’s philosophy of service. Not only would I be helping our clients reach their goals, I’d also be working with outstanding professionals in a firm whose culture aligns with my values. It’s all about doing the right thing and putting our clients’ interests first.A broad range of industry associations invite me to speak each year on matters related to the economy and markets. I’m frequently quoted in national publications from The Wall Street Journal and Barron\'s to The New York Times and Reuters. I’m a member of the Investments & Wealth Institute, the AICPA, and the Michigan Association of CPAs. I received a B.B.A. in accountancy from Western Michigan University.Outside of work, friends and family know me for my love of Michigan State football and basketball. I’ve been an avid soccer player all my life, and I have greatly enjoyed coaching girls soccer at a variety of age levels for many years, including many of my kids’ teams. I was previously the treasurer of the Kalamazoo Area Soccer League and a long-term volunteer for the American Youth Soccer Organization.
Education
Western Michigan University - Haworth College of Business
Bachelor's Degree, Accountancy, Finance
1989 — 1993
Skills
- Finance
- Investment Strategies
- Portfolio Construction
- Public Speaking
- Portfolio Management
- Wealth Management
- Investments
- Asset Allocation
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