Profiel
Ms. Carol L.
Bieber is a Managing Partner & Vice President at Professional Advisory Services, Inc. As a corporate officer, her responsibilities include Secretary, Treasurer, HR, and Chief Compliance Officer.
She is also a Portfolio Manager and enjoys working with a diverse client base including attorneys, CPAs, physicians, and retirees.
She graduated from the University of Florida with a Bachelor’s degree in 1982.
Actieve functies van Carol Bieber
| Bedrijven | Functie | Begin |
|---|---|---|
Professional Advisory Services, Inc.
Professional Advisory Services, Inc. Investment ManagersFinance PASI primarily invests client dollars in two asset classes – high quality stocks and investment grade corporate and (where appropriate) tax-free municipal bonds. The allocation of dollars to each asset class is tailored to the individual client’s risk tolerance and financial situation. The mix is modified only when dictated by a change in client circumstances or major economic shift. The firm performs fundamental analysis to identify companies suitable for client portfolios using top-down and bottom-up analysis. | Compliance Officer | 01-01-1998 |
Opleiding van Carol Bieber
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Professional Advisory Services, Inc.
Professional Advisory Services, Inc. Investment ManagersFinance PASI primarily invests client dollars in two asset classes – high quality stocks and investment grade corporate and (where appropriate) tax-free municipal bonds. The allocation of dollars to each asset class is tailored to the individual client’s risk tolerance and financial situation. The mix is modified only when dictated by a change in client circumstances or major economic shift. The firm performs fundamental analysis to identify companies suitable for client portfolios using top-down and bottom-up analysis. | Finance |
University of Florida
University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















