Jim Baird

Jim Baird, CPA, CFP®, CIMA®, is a Partner and is the Chief Investment Officer for Plante Moran Financial Advisors and serves as a member of the firm’s Investment Committee. In this capacity, his expertise includes the development of investment strategies, portfolio construction implementation solutions, manager searches and due diligence, performance reporting, and authoring a variety of market commentaries and investment research papers. A broad range of industry associations invite him to speak each year on matters related to the economy and markets, and he is frequently quoted by national media outlets. His professional affiliations include the Investments & Wealth Institute and the American Institute of Certified Public Accountants. Baird is located in the firm’s Kalamazoo, Mich. office.

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