John James Lesser

President at Plante Moran Financial Advisors LLC

John James Lesser

John James Lesser

President at Plante Moran Financial Advisors LLC

Biography

Mr. John J. Lesser is partner at Plante Moran Financial Advisors LLC. He provides independent and objective comprehensive investment consulting, estate planning, and income tax planning strategies to wealthy families and institutions. He has completed a B.S. in accounting and finance from Oakland University and an M.B.A. from Wayne State University. He is a member of the American Institute of Certified Public Accountants, the Michigan Association of CPAs, and the Financial Analysts Society of Detroit. He affiliated with Oakland University as a co-chair of the Finance and Accounting Board and a member of the Student Investment Fund Advisory Board.

Overview
Career Highlights

Plante Moran Financial Advisors LLC

RelSci Relationships

1006

Number of Awards

9

Relationships
RelSci Relationships are individuals John James Lesser likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Investment Officer & Partner 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

Former Partner 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

Partner 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

Partner at Plante Moran Financial Advisors LLC

Relationship likelihood: Strong

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John James Lesser
President at Plante Moran Financial Advisors LLC
Education
Bachelor of Science Degree in Accounting & Finance

Oakland University is a public university co-founded by Matilda Dodge Wilson and John A. Hannah whose 1,500-acre (6.1 km2) campus is located in central Oakland County, Michigan, United States in the cities of Auburn Hills and Rochester Hills. It is the only major research university in Oakland County, from which OU derives its name. The Carnegie Foundation for the Advancement of Teaching has classified OU as a Doctoral Research University. Oakland University was initially under the banner of Michigan State University. Michigan State University–Oakland, or MSU-O as it was called, opened in 1959 with 570 students and three buildings. In 1963, MSU-O became known as Oakland University.

Master of Business Administration Degree in Finance

Our mission is to prepare our students for challenging and rewarding careers, advance the boundaries of scholarly and practitioner knowledge, and enhance the economic vitality of the city of Detroit, the state of Michigan and beyond through our programs, research and community engagement.

Memberships
Member
Current

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
Current

Michigan Association of Certified Public Accountants are the leading statewide professional organization dedicated to promoting and enhancing the value of the CPA profession. They represent Michigan CPAs working in business, education, government and public accounting.

Career History
President
2011 - Current

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
Current

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, and wholesale distribution. The company was founded by Elorion Plante on January 20, 1924 and is headquartered in Southfield, MI.

Awards & Honors
Rank #57
2014
Barron's Magazine - Top 100 Independent Financial Advisors
Rank #18
2013
Barron's Magazine - Top 100 Independent Financial Advisors
Rank #37
2012
Barron's Magazine - Top 100 Independent Financial Advisors
Other Affiliations

John James Lesser is affiliated with Plante Moran Financial Advisors LLC, Plante & Moran PLLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by John James Lesser. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of John James Lesser's profile does not indicate a business or promotional relationship of any kind between RelSci and John James Lesser.