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Jim Baird

Partner, CPA, CFP®, CIMA®, Plante Moran Financial Advisors Chief Investment Officer
Kalamazoo Wealth Management


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.
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In college, I did a bit of stand-up comedy, and that experience helped me become comfortable with public speaking. I guess that makes me a little less boring than the other middle-aged, grey-haired guys I know.

Additional Thoughts

February 2018 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article February 16, 2018 10 min read
January 2018 CPI
Consumer Price Index rises 0.5% in January; retail sales decline by 0.3%
Jim Baird Wealth Management
Blog February 14, 2018 2 min read