Profilo
Mr. Paul F.
Olmsted is an Associate at Plante Moran Financial Advisors LLC.
As the leader of firm's fixed-income research department, I’m responsible for the due diligence of taxable and tax-exempt fixed-income strategies, and I serve as a technical resource for staff and clients.
With over 20 years of experience in trading, due diligence, and client service, he specializes in providing guidance and recommendations related to taxable and tax- exempt fixed income strategies.
He particularly has a specialty in the tax-exempt fixed income market with previous experience as a trader and underwriter of municipal bonds.
He holds a BBA in finance from Western Michigan University.
Precedenti posizioni note di Paul Frederick Olmsted
Società | Posizione | Fine |
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Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Analista-Rendimento Fisso | 01/06/2021 |
Formazione di Paul Frederick Olmsted
Western Michigan University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
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Società collegate
Aziende private | 1 |
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Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
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