Jim Baird Email & Phone Number
Founding Principal @ Compass Ion Advisors
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Jim Baird Location
- Conshohocken, PA, US
Jim Baird Work
- Founding Principal @ (December 2008 - Present)
- President @ EGE Advisors, Ltd (January 2001 - January 2008)
- President @ PMG Asset Management (January 1993 - January 2001)
- Vice President--Branch Officer Manager @ (January 1989 - January 1993)
- Vice President--Branch Officer Manager @ (January 1983 - January 1989)
- Asst. VP--financial advisor @ (January 1980 - January 1983)
- Manager @ Newtown Racquetball & Fitness Club (January 1979 - January 1980)
- Training @ Salomon Brothers (January 1978 - January 1979)
Jim Baird Education
- The Wharton School
(Finance)
1977-1978 - Brown University
BA (Psychology)
1972-1976
Jim Baird Skills
- Financial Planning
- Asset Management
- Insurance
- Portfolio Management
- Wealth Management
- Insurance Planning
- Investments
- Investment Advisory
- Competitive Analysis
- Strategic Financial Planning
- Financial Planners
- Asset Allocation
- Asset Managment
- Alternative Investments
- Securities
- Investment Management
- Finance
- Retirement Planning
- Sales
- Microsoft Office
- Financial Analysis
- Project Management
Jim Baird Summary
- Jim Baird, based in Conshohocken, PA, US, is currently a Founding Principal at Compass Ion Advisors. Jim Baird brings experience from previous roles at EGE Advisors, Ltd, PMG Asset Management, Prudential Securities and Drexel Burnham Lambert. Jim Baird holds a 1977 - 1978 The Wharton School. With a robust skill set that includes Financial Planning, Asset Management, Insurance, Portfolio Management, Wealth Management and more. Jim Baird has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Compass Ion Advisors Employees
Erin Radano
Director of Client Services
Glen Mills, PA, US
Michael Briglia
Financial Consultant
Philadelphia, PA, US
Jim Baird
Founding Principal
Conshohocken, PA, US
Josh Manifold
Financial Advisor - Senior Vice President
Philadelphia, PA, US
Ryan Donovan
Financial Advisor
Philadelphia, PA, US
Carol Gangewer
Administrative Manager
Philadelphia, PA, US
Jinelle Stent
Client Service Representative
Fairfield, CT, US
Kaitlin Salwach
Client Service Professional
Philadelphia, PA, US
Avery Burns
Client Services Representative
Wilmington, DE, US
Tyler Derstein
Financial Planning Intern
Telford, PA, US
Benjamin Mowenn
Financial Advisor
Philadelphia, PA, US
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