Great Speculations Contributors
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About Me
I am the Chief Investment Strategist for Plante Moran Financial Advisors (PMFA) and a member of its Research and Investment Committees. With over $7 billion assets under management, PMFA is one of the nation’s largest independent registered investment advisors, serving as a trusted advisor to high net worth individuals, family business owners, and for corporate retirement plans. PMFA is an affiliated entity to Plante Moran, the nation’s 12th largest certified public accounting and business advisory firm.
I author a variety of market commentaries and investment research papers, and I am regularly quoted in top financial and business media outlets including the Wall Street Journal, Financial Times, CNNMoney.com, Reuters, the Associated Press, and MarketWatch, and am a featured contributor on WallStreetWeek.com. I am a Certified Investment Management Analyst (CIMA), Certified Financial Planner, and Certified Public Accountant with over 18 years of experience in the financial services industry.
Professional
I Truly Respect
Independent investment professionals who, in the spirit of service, uncompromisingly put their clients’ needs ahead of their own.
Why Forbes
Because Forbes has always been a strong, independent voice for business and for investors.
My Other Website
www.pmfa.com
