Jim Baird in

Jim Baird

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Founding Principal at Compass Ion Advisors
📍 Conshohocken, Pennsylvania, United States

Jim Baird is the Founding Principal of Compass Ion Advisors, a firm he established to provide trusted, customized financial strategies. He has over 40 years of industry experience and holds degrees from Brown University, where he graduated Magna Cum Laude, and the Wharton School of Business.

Outside of his professional life, Jim is a doting grandfather who is deeply committed to his faith, leading two weekly mens Bible studies. He is an avid biker, board game enthusiast, and a passionate follower of all Philadelphia sports teams, particularly the Flyers.

He has led an addictions recovery group for over 20 years, integrating his desire to serve the community with his faith.

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Experience
48 Years
Current Role
Founding Principal
Job Level
Senior
Location
Conshohocken, Pennsylvania, United States
Personality Overview

How Jim shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jim cares about

Client-First Wealth Management
Founded his firm on the principle of client trust, aiming to unburden clients from the pressures of financial management with customized, complex strategies.
Faith and Ministry
Actively integrates his faith and work, serving as an Elder at his church and leading Bible studies, including a long-running addictions recovery group.
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Career

Work history

12-2008
Founding Principal
Compass Ion Advisors
2001 - 2008
President
EGE Advisors, Ltd
1993 - 2001
President
PMG Asset Management
1989 - 1993
Vice President--Branch Officer Manager
Prudential Securities
1983 - 1989
Vice President--Branch Officer Manager
Drexel Burnham Lambert
In the press

Media appearances

Investment Update from James C. Baird | Founding Principal. Featured in Compass Ion Advisors
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Education
1977 - 1978
Finance
The Wharton School
1972 - 1976
BA
Brown University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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