Jim Roberge
Directeur/Membre du Conseil chez Forum Capital Partners
Fortune : 2 M $ au 30/04/2024
Profil
Mr. James D.
Roberge, CFA MBA, is a Senior Managing Director at Staley Capital Advisers, Inc. He is on the Board of Directors at Forum Capital Partners.
He joined Staley Capital in 1996 as a Shareholder, Vice President and Senior Managing Director.
He is a General Partner, manages certain private accounts, and also serves as an Equity Analyst and asset allocation strategist for the private accounts.
He was employed with Federated Investors, Inc. from July 1990 to June 1996.
He served as a municipal bond Analyst and, for four years, as a Portfolio Manager for various Federated municipal bond and government bond mutual funds.
He earned a BS degree in Chemical Engineering from the Massachusetts Institute of Technology and an MBA in Finance from the Wharton School of the University of Pennsylvania.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
LIQUIDITY SERVICES, INC.
0,40% | 31/12/2022 | 122 000 ( 0,40% ) | 2 M $ | 30/04/2024 |
Postes actifs de Jim Roberge
| Sociétés | Poste | Début |
|---|---|---|
Staley Capital Advisers, Inc.
 Staley Capital Advisers, Inc. Investment ManagersFinance Staley Capital Advisers, Inc. (Staley Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by John Staley A. IV in 1996. Staley Capital provides portfolio management services to wealthy families, individuals, trusts and institutional accounts such as charitable organizations and profit-sharing plans. | Analyst-Equity | 01/12/1996 |
Forum Capital Partners
 Forum Capital Partners Investment Trusts/Mutual FundsMiscellaneous Forum Capital Partners operates as a hedge fund that provides investment services. The company is headquartered in Pittsburgh, PA. | Directeur/Membre du Conseil | - |
Formation de Jim Roberge
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
| Massachusetts Institute of Technology | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Staley Capital Advisers, Inc.
Staley Capital Advisers, Inc. Investment ManagersFinance Staley Capital Advisers, Inc. (Staley Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by John Staley A. IV in 1996. Staley Capital provides portfolio management services to wealthy families, individuals, trusts and institutional accounts such as charitable organizations and profit-sharing plans. | Finance |
Forum Capital Partners
Forum Capital Partners Investment Trusts/Mutual FundsMiscellaneous Forum Capital Partners operates as a hedge fund that provides investment services. The company is headquartered in Pittsburgh, PA. | Miscellaneous |
