Jim Roberge

Jim Roberge

Director/Miembro de la Junta en Forum Capital Partners .

Fortuna: 2 M $ al 30/04/2024

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Consumer Services
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Perfil

Mr. James D.
Roberge, CFA MBA, is a Senior Managing Director at Staley Capital Advisers, Inc. He is on the Board of Directors at Forum Capital Partners.
He joined Staley Capital in 1996 as a Shareholder, Vice President and Senior Managing Director.
He is a General Partner, manages certain private accounts, and also serves as an Equity Analyst and asset allocation strategist for the private accounts.
He was employed with Federated Investors, Inc. from July 1990 to June 1996.
He served as a municipal bond Analyst and, for four years, as a Portfolio Manager for various Federated municipal bond and government bond mutual funds.
He earned a BS degree in Chemical Engineering from the Massachusetts Institute of Technology and an MBA in Finance from the Wharton School of the University of Pennsylvania.

Participaciones conocidas en empresas públicas

EmpresaFechaNúmero de accionesValoraciónFecha de valoración
31/12/2022 122 000 ( 0.40% ) 2 M $ 30/04/2024

Cargos activos de Jim Roberge

EmpresasCargoInicio
Analyst-Equity 01/12/1996
Director/Miembro de la Junta -
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Formación de Jim Roberge.

The Wharton School of the University of Pennsylvania Masters Business Admin
Massachusetts Institute of Technology Masters Business Admin

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