Greg Walthorn

Portfolio Manager-Equities at

Plante Moran Financial Advisors LLC

Finance

Consumer Services

Profile

Mr. Gregory R.
Walthorn, CPA, is a Partner at Plante Moran Financial Advisors LLC.
He assists high net worth individuals and families in growing their wealth, reducing income and estate taxes, and planning for future generations.
He has over two decades of experience.
He has completed a B.A. and M.S.
in accounting with a specialization in tax and finance from Michigan State University.

Greg Walthorn active positions

Companies	Position	Start
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-Equities	01/07/2015

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Private companies	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

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Finance