Ray Celaya

Portfolio Manager-Aktien bei

Plante Moran Financial Advisors LLC

Finance

Consumer Services

Profil

Mr. Raymond C.
Celaya, CFA, is a Partner at Plante Moran Financial Advisors LLC.
He helps build, implement, and monitor their financial wealth strategies.
Mr. Celaya assists clients with planning for personal finances, developing and implementing an investment strategy, charitable giving, education, retirement, income tax planning, and multigenerational estate considerations.
He specialize in providing holistic wealth management and investment planning services for high-net-worth individuals and wealthy families.
He received his B.B.A. with emphases in finance and accounting from Stephen M.
Ross School of Business.

Aktive Positionen von Ray Celaya

Unternehmen	Position	Beginn
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.	Portfolio Manager-Aktien	01.02.2005

Alle aktiven Positionen von Ray Celaya

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Unternehmensverbindungen

Private Unternehmen	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
Stephen M. Ross School of Business Stephen M. Ross School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

Private Unternehmen

Finance