Carol Ligon Bieber
Compliance Officer chez Professional Advisory Services, Inc.
Profil
Ms. Carol L.
Bieber is a Managing Officer at Professional Advisory Services, Inc. She is also a is Managing Partner of the firm and serves on the Board of Directors.
As a corporate officer, her responsibilities include Secretary, Treasurer, HR, and Chief Compliance Officer.
She joined PASI in 1998.
She is a Portfolio Manager and enjoys working with a diverse client base including attorneys, CPAs, physicians, and retirees.
Ms. Bieber graduated from the University of Florida with a Bachelor’s degree in 1982.
Postes actifs de Carol Ligon Bieber
| Sociétés | Poste | Début |
|---|---|---|
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. | Compliance Officer | 01/01/1998 |
Formation de Carol Ligon Bieber
| University of Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |