Mark Dixon and Jim Baird Assume New Roles with Plante Moran Financial AdvisorsMarch 6, 2013
Dixon, who has been serving as both the leader of the firm’s institutional practice and chief investment officer, will focus his efforts on leading PMFA’s rapidly growing institutional practice. Baird, who had been serving as PMFA’s chief investment strategist, will expand his scope and take over as the firm’s new chief investment officer. The Plante Moran Financial Advisors institutional practice currently has $1.7 billion in assets under management, with an additional $700 million in assets under supervision.
Dixon has been with the firm for 23 years. He is a partner within Plante Moran Financial Advisors and has more than 20 years of experience in investment consulting and financial planning. He serves high net worth individuals, foundations, endowments, and pensions and will continue in his role as chair of the PMFA Investment Committee. Dixon is based at the firm’s Southfield office.
Baird, who is also a partner with Plante Moran Financial Advisors, has been with PMFA since 1999, having joined Plante Moran in 1994. He works in PMFA’s Kalamazoo office and is widely regarded as an expert on the U.S. economy, capital markets, and issues relevant to wealth management.
Baird regularly speaks with the press and is frequently quoted in the Wall Street Journal, Financial Times, New York Times, the Associated Press, CBS Marketwatch, and more. He will continue to be PMFA’s public face to the news media regarding the economy, capital markets and investing.
According to PMFA President John Lesser, “This will allow Mark to spend more time and energy expanding and growing our institutional practice. Jim will assume more responsibility for the oversight of the firm’s investment research function. He is highly qualified for the role, and his capabilities are what make this shift in focus for Mark possible.”
About Plante Moran Financial Advisors
With more than $8 billion in assets under management, Plante Moran Financial Advisors is one of the nation’s largest independent registered investment advisors. Plante Moran Financial Advisors serves as a trusted advisor to high net worth individuals, family business owners, not-for-profit organizations and corporate retirement plans helping them build, manage, and preserve their wealth. Its integrated services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. Plante Moran Financial Advisors is the registered investment advisor of Plante Moran, the nation’s 11th largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations, strategy, technology and wealth management services. For more information, visit www.pmfa.com.