Profil
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.
Ehemalige bekannte Positionen von Paul Frederick Olmsted
| Unternehmen | Position | Ende |
|---|---|---|
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. | Analyst-Festverzinsliche Wertpapiere | 01.06.2021 |
Ausbildung von Paul Frederick Olmsted
| Western Michigan University | Undergraduate Degree |
Erfahrungen
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
