Greg Walthorn
Portfolio Manager-Equities at Plante Moran Financial Advisors LLC
Greg Walthorn active positions
Companies | Position | Start | End |
---|---|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Portfolio Manager-Equities | 30/06/2015 | - |
Corporate Officer/Principal | 31/12/1999 | 31/05/2015 |
Career history of Greg Walthorn
Training of Greg Walthorn
Michigan State University | Graduate Degree |
Statistics
International
United States | 3 |
Operational
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Graduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
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