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Roberta J. Delisle
Gestor de Cartera-Acciones en Professional Advisory Services, Inc. .
Cargos activos de Roberta J. Delisle
Empresas | Cargo | Inicio | Fin |
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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. | Gestor de Cartera-Acciones | 01/01/1999 | - |
Historial de carrera de Roberta J. Delisle
Formación de Roberta J. Delisle.
University of Illinois | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Undergraduate Degree | 1 |
Portfolio Manager-Equities | 1 |
Sectorial
Consumer Services | 2 |
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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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 |
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