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.
Postes actifs de Scott Daniel Carano
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/08/1998 |
Formation de Scott Daniel Carano
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Sociétés liées
| Entreprise privées | 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 |
Michigan State University
Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















