Fred Treuhaft

Wealth Management Partner at Plante & Moran PLLC

Fred Treuhaft

Fred Treuhaft

Wealth Management Partner at Plante & Moran PLLC

Overview
Career Highlights

NCOT Accounting & Consulting, Inc.

RelSci Relationships

631

Number of Boards

7

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Fred Treuhaft likely has professional access to. A relationship does not necessarily indicate a personal connection.

Partner at Plante Moran Financial Advisors LLC

Relationship likelihood: Strong

Group Managing Partner at Plante & Moran PLLC

Relationship likelihood: Strong

President of Northwest Ohio Region at Huntington Bancshares, Inc.

Relationship likelihood: Strong

Partner at Plante Moran Financial Advisors LLC

Relationship likelihood: Strong

Partner at Plante Moran Financial Advisors LLC

Relationship likelihood: Strong

Partner at Plante & Moran PLLC

Relationship likelihood: Strong

Partner at Plante Moran Financial Advisors LLC

Relationship likelihood: Strong

President at Plante Moran Financial Advisors LLC

Relationship likelihood: Strong

Partner at Plante Moran Financial Advisors LLC

Relationship likelihood: Strong

Partner at Plante Moran Financial Advisors LLC

Relationship likelihood: Strong

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Fred Treuhaft
Wealth Management Partner at Plante & Moran PLLC
Education
Bachelor of Business Administration

The University of Toledo, commonly referred to as Toledo or UT, is a public research university located in Toledo, Ohio, United States. The university was founded in 1872 in downtown Toledo as the Toledo University of Arts and Trades. The first would eventually be turned over to the city of Toledo and reopened in 1884 as the Toledo Manual Training School and developed from a vocational school into a university through the late 1800s. The university moved to its current location in the Ottawa neighborhood in 1931.

Memberships
Member

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member

TO EMPOWER CPAS AND RELATED PROFESSIONALS TO DRIVE VALUE AS TRUSTED BUSINESS ADVISORS BY FOSTERING PROFESSIONAL EXCELLENCE AND INTEGRITY, BUILDING COMMUNITY AND ADVOCATING FOR MEMBERS AND THOSE THEY SERVE.

Career History
Vice President
2006 - ?

Plante Moran Financial Advisors may offer investment advice on and use the following types of investments for implementation of client portfolios: (1) open-end mutual funds (2) ETFs (3) CDs (4) limited partnership interests (5) interests in limited liability companies (6) options contracts on securities and (7) hedge funds and fund-of-funds. In addition, the firm may offer investment advice on the following types of investments: (1) equity securities including exchange-listed securities, over-the-counter securities and foreign issues (2) structured notes (3) warrants (4) corporate debt securities (5) commercial paper (6) municipal securities (7) US government securities (8) closed-end funds. They may recommend the services of separate account managers when appropriate for specific client circumstances.Equity allocation investment strategies include managers that employ both long- and short-term strategies. For some clients, option strategies (including covered options, uncovered options, and spreading strategies) may be recommended. For some option strategies, clients may be referred to a third-party provider.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. Managers selected for both equity and fixed income allocations may employ leverage and/or the use of derivatives to increase potential results. Managers selected may engage in certain arbitrage strategies from time to time, including convertible arbitrage and capital structure arbitrage.

Wealth Management Partner
Tenure Unconfirmed

Plante & Moran PLLC provides audit, tax and consulting services. It specializes in accounting, business and financial advisory, human capital, international, operational effectiveness, tax and technology services. The firm caters automotive, banks, business services, construction, credit unions, dealerships, energy, government, higher education, hospitals and health systems, insurance services, investment and finance companies, k-12, life sciences, manufacturing, not-for-profit, physician services, plastics manufacturers, private equity group, professional service firms, real estate, religious institutes, retail industry, senior care and living services, technology companies and wholesale distribution. The company was founded by Elorion Plante on January 20, 1924 and is headquartered in Southfield, MI.

Founding Partner
Prior
Boards & Committees
Treasurer
Current
Member, Board of Trustees
Prior
Member, Business Advisory Council
Current

The University of Toledo, commonly referred to as Toledo or UT, is a public research university located in Toledo, Ohio, United States. The university was founded in 1872 in downtown Toledo as the Toledo University of Arts and Trades. The first would eventually be turned over to the city of Toledo and reopened in 1884 as the Toledo Manual Training School and developed from a vocational school into a university through the late 1800s. The university moved to its current location in the Ottawa neighborhood in 1931.

Political Donations
$250
2008

Partner at Shumaker, Loop & Kendrick LLP

$150
2006

Executive Vice President & Chief Financial Officer at Welty Building Company Ltd.

$250
2004

Member, Board of Directors at Capitol Square Foundation

Awards & Honors
CPA (Certified Public Accountant)
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