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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 |
|---|---|---|
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Analista-Rendimento Fisso | 01/06/2021 |
Formazione di Paul Frederick Olmsted
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
72
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Finance |
Western Michigan University
 Western Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
