Profile
Mr. James C.
Baird is a Founder at Compass Ion Advisors LLC.
Previously, Mr. Baird was was a branch manager & registered investment advisor with Prudential Securities for nine years, overseeing an office that managed $1.3 billion in assets for 12,000 clients and employed 55 people.
He has over thirty five years of experience in the industry including positions with Merrill Lynch, Drexel Burnham, and Salomon Brothers.
Hewas a former member of SEI’s Select Advisor Council which is composed of the top advisory practices from the United States, Canada and the United Kingdom.
He graduated Magna Cum Laude from Brown University and also attended the Wharton Graduate School of Business at the University of Pennsylvania.
James C. Baird active positions
| Companies | Position | Start |
|---|---|---|
Compass Ion Advisors LLC
 Compass Ion Advisors LLC Investment ManagersFinance Compass Ion Advisors LLC (Compass Ion) is an independent SEC-registered asset management firm headquartered in Conshohocken, Pennsylvania. The firm was founded by James Baird in 2008. Compass Ion provides financial planning, investment strategy, and portfolio management to individuals and families. | Founder | 31/12/2007 |
Former positions of James C. Baird
| Companies | Position | End |
|---|---|---|
Drexel Burnham Lambert Real Estate Associates II
 Drexel Burnham Lambert Real Estate Associates II Real Estate Investment TrustsFinance Drexel Burnham Lambert Real Estate Associates II operates a Real Estate Investment Trust (REIT). | Corporate Officer/Principal | 09/01/1989 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 31/12/1982 |
| Prudential Securities | Corporate Officer/Principal | - |
Training of James C. Baird
| Brown University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Drexel Burnham Lambert Real Estate Associates II
Drexel Burnham Lambert Real Estate Associates II Real Estate Investment TrustsFinance Drexel Burnham Lambert Real Estate Associates II operates a Real Estate Investment Trust (REIT). | Finance |
| Prudential Securities | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
Compass Ion Advisors LLC
Compass Ion Advisors LLC Investment ManagersFinance Compass Ion Advisors LLC (Compass Ion) is an independent SEC-registered asset management firm headquartered in Conshohocken, Pennsylvania. The firm was founded by James Baird in 2008. Compass Ion provides financial planning, investment strategy, and portfolio management to individuals and families. | Finance |
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