Ted Moss Email & Phone Number

Southfield, Mi

If you are an individual with substantial net worth that has concerns about retirement income adequacy and security, satisfying charitable and other legacy objectives in the face of unstable capital markets, potentially higher taxes and ruinous future health and long term care expenses; or if you are a business owner concerned about retention of key people to support continued business success and effective succession and continuation plans into the next generation, I can help you. My knowledge and experience over more than 25 years, together with my colleagues at The Baker Group will show you creative, state of the art solutions that will most efficiently and effectively address these issues.

Southfield, Mi

Provided Financial Advisory services for substantial net worth families and businesses with emphasis on wealth accumulation, retirement income strategy and risk management; succession / continuation planning,deferred compensation and other retention and tax favored benefits for business owners and key executives.

Detroit, Mi

Recriuted to establish and manage new real estate investment/development venture for Stroh (Brewery) Family. Initiated, developed and managed over $250 million project portfolio including mixed use Stroh River Place and Brewery Park in Detroit and other joint venture commercial and residential projects with other developers in Detroit area and Tampa.

New York/London

Participated in and ultimately managed teams of consultants involved primarily in strategic planning, organization and operational effectiveness for major industrial companies and financial organizations.

East/West Coasts, Mediterranean, Middle East, Western Pacifac

Served aboard Destroyer and new construction Guided Missile Frigate as a weapons and anti-submarine warfare officer.

Mba, Finance, Marketing, Manufacturing

Activities and Societies: None. Student CommuterEconomics and Finance, Business Law, Marketing, Production Management, Administration.

Bachelor Of Science (Bs), Engineering

Activities and Societies: Intramural Sports: Football, LaCrosse, Water Polo, SquashEngineering Academics, Military Training, Intramural.