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Jim Baird

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

Experience

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

Welcome to the 2019 Road Ahead
Jim Baird Wealth Management
Video December 13, 2018 1 min watch
The Road Ahead: Final thoughts
Jim Baird Wealth Management
Video December 13, 2018 2 min watch
Explore the Road Ahead
Jim Baird Wealth Management
Article December 13, 2018 1 min read
The economy: Growth is likely to ebb, but expansion is still poised to continue
Tricia Newcomb Wealth Management
Video December 12, 2018 2 min watch