David Alan Jaffe
Directeur Général chez Professional Advisory Services, Inc.
Postes actifs de David Alan Jaffe
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur Général | 01/07/1992 | - |
| Directeur en chef des Investissements | 01/07/1992 | - | |
| Gestionnaire de Portefeuille-Actions | 01/07/1992 | - | |
| President | 01/01/2004 | - |
Historique de carrière de David Alan Jaffe
Formation de David Alan Jaffe
| Dartmouth College | Undergraduate Degree |
| University of South Florida | Doctorate Degree |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Consumer Services | 3 |
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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 |
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