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Jim Baird

CPA, CFP®, CIMA®, Partner, 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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Specializes In

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

Jobless claims – Week of 9-16-17
Jobless claims surprise; impact of hurricanes less than expected.
Jim Baird Wealth Management
Blog September 21, 2017 2 min read
September 2017 Market Perspectives
Our latest Market Perspectives provides timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article September 19, 2017 12 min read