Chris Steele
Analyst-Equity bij Professional Advisory Services, Inc.
Profiel
Mr. Christopher R.
Steele is a Portfolio Manager at Professional Advisory Services, Inc. He joined PASI in 2007 as a Portfolio Manager focusing the majority of his time on client relationships and portfolio management of retirement and personal investment accounts.
Additionally, he serves on the Proxy Committee and Research Team.
Mr. Steele worked at UBS Financial Services as a financial advisor for six years, actively managing equity and fixed income portfolios for clients.
Mr. Steele graduated from the University of Central Florida in 1998 with a Bachelor’s degree in Finance.
In 2004-2005 he attended the University of Central Florida Financial Planning Certificate Program and earned his CFP designation, solidifying his expertise in areas such as retirement, tax, insurance, and estate planning.
Actieve functies van Chris Steele
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-01-2007 |
Opleiding van Chris Steele
| University of Central Florida | Undergraduate Degree |
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 | 1 |
|---|---|
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 |
