Jim Baird's Location
Conshohocken, Pennsylvania, United States
Jim Baird's Work
- Chairman, Founding Principal @ Compass Ion Advisors
- President @ Ege Advisors
- President @ PMG Asset Management
- Vice President--Branch Officer Manager @ Wells Fargo
- Vice President--Branch Officer Manager @ Drexel Burnham Lambert
- Assistant Vice President--Financial Advisor @ Merrill Lynch
- Manager @ Newtown Racquetball & Fitness Club
- Training @ Salomon Brothers
Jim Baird's Education
- The Wharton School
(Finance)
1977 - 1978 - Brown University
Bachelor of Arts (Psychology)
1972 - 1976
Jim Baird's Skills
- Financial Planning
- Asset Management
- Insurance
- Portfolio Management
- Wealth Management
- Insurance Planning
- Investments
- Investment Advisory
- Competitive Analysis
- Strategic Financial Planning
Jim Baird's Summary
Jim Baird, based in Conshohocken, Pennsylvania, United States, is currently a Chairman, Founding Principal at Compass Ion Advisors, LLC, bringing experience from previous roles at Ege Advisors, PMG Asset Management, Wells Fargo 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 contributes valuable insights to the industry. Jim Baird has 3 emails on RocketReach.
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Chairman, Founding Principal at Compass Ion Advisors
Conshohocken, Pennsylvania, United States31 -
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