Scott Daniel Carano
Mitglied des Investmentausschusses bei Plante Moran Financial Advisors LLC
Profil
Mr. Scott D.
Carano, CPA, is Partner at Plante Moran Financial Advisors LLC.
He is responsible for the management and oversight of the Grand Rapids office’s client service team.
He has over 25 years of experience in public accounting, investment consulting, and financial planning serving families, trusts, and institutional clients.
He is also a member of the firm's investment committee.
In addition, he assists individuals and families with the maze of questions and issues that arise after the sale of a closely-held or family-owned business and other liquidity events.
He has a B.A.
in accounting from Michigan State University.
Aktive Positionen von Scott Daniel Carano
Unternehmen | Position | Beginn |
---|---|---|
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. | Mitglied des Investmentausschusses | 01.08.1998 |
Ausbildung von Scott Daniel Carano
Michigan State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
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 |