John Lesser
President bij Plante Moran Financial Advisors LLC
Profiel
Mr. John J.
Lesser, CFA MBA, is a Managing Partner & President at Plante Moran Financial Advisors LLC.
He is a member of Plante Moran's management team and serves to ultra-high-net-worth clients providing them with customized wealth strategies designed to maximize their after-tax net worth.
He earned a B.S.
in accounting and finance from Oakland University and an M.B.A.
from Wayne State University.
Actieve functies van John Lesser
| Bedrijven | Functie | Begin |
|---|---|---|
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. | President | 01-01-1996 |
Opleiding van John Lesser
| Wayne State University (Michigan) | Masters Business Admin |
| Oakland University (Michigan) | Undergraduate Degree |
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| Bedrijven in privébezit | 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 |
