David Alan Jaffe

Director Ejecutivo en Professional Advisory Services, Inc. .

69 años

Consumer Services

Finance

Perfil

Dr. David A.
Jaffe, MD, is a President at Professional Advisory Services, Inc. He joined the firm in July 1992 as a Portfolio Manager and became President in 2004.
He is actively involved in portfolio management and investment decisions, advises clients regarding retirement plan options, and travels extensively to visit with clients around the country.
He is also a partner of the firm and serves on the Board of Directors.
Dr. Jaffe received his undergraduate degree from Dartmouth College and a doctorate degree from the University of South Florida.

Cargos activos de David Alan Jaffe

Empresas	Cargo	Inicio
Professional Advisory Services, Inc. Professional Advisory Services, Inc. Investment ManagersFinance Professional Advisory Services, Inc. (PASI) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Vero Beach, Florida. The firm was co-founded by Kenneth M. Ligon II and Ronald J. Jaffe in 1977. PASI’s clients are individuals with personal custodial accounts, trusts, and individual retirement accounts (IRAs). They also invest for a number of corporate clients who have pension, profit-sharing, and 401(k) plans. Additionally, the firm invests for charities and business entities.	Director Ejecutivo	01/07/1992

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Formación de David Alan Jaffe.

Dartmouth College	Undergraduate Degree
University of South Florida	Doctorate Degree

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Professional Advisory Services, Inc. Professional Advisory Services, Inc. Investment ManagersFinance Professional Advisory Services, Inc. (PASI) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Vero Beach, Florida. The firm was co-founded by Kenneth M. Ligon II and Ronald J. Jaffe in 1977. PASI’s clients are individuals with personal custodial accounts, trusts, and individual retirement accounts (IRAs). They also invest for a number of corporate clients who have pension, profit-sharing, and 401(k) plans. Additionally, the firm invests for charities and business entities.	Finance