James C. Baird active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chairman | 31/12/2007 | - |
| Founder | 31/12/2007 | - | |
| Chief Investment Officer | 31/12/2007 | 31/12/2023 |
Career history of James C. Baird
Former positions of James C. Baird
| Companies | Position | Start | 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 | 31/12/1982 | 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 | 31/12/1979 | 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 |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Chairman | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
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 |
| Prudential Securities | Finance |
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 |
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 |
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