David Alan Jaffe
Algemeen Directeur bij Professional Advisory Services, Inc.
Actieve functies van David Alan Jaffe
Bedrijven | Functie | Begin | Einde |
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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. | Algemeen Directeur | 01-07-1992 | - |
Chief Investment Officer | 01-07-1992 | - | |
Portefeuillebeheerder-Aandelen | 01-07-1992 | - | |
President | 01-01-2004 | - |
Loopbaan van David Alan Jaffe
Opleiding van David Alan Jaffe
Dartmouth College | Undergraduate Degree |
University of South Florida | Doctorate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectoraal
Consumer Services | 3 |
Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 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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