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David Alan Jaffe
Vorstandsvorsitzender bei Professional Advisory Services, Inc.
Aktive Positionen von David Alan Jaffe
Unternehmen | Position | Beginn | Ende |
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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. | Vorstandsvorsitzender | 01.07.1992 | - |
Chief Investment Officer | 01.07.1992 | - | |
Portfolio Manager-Aktien | 01.07.1992 | - | |
Präsident | 01.01.2004 | - |
Karriereverlauf von David Alan Jaffe
Ausbildung von David Alan Jaffe
Dartmouth College | Undergraduate Degree |
University of South Florida | Doctorate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Consumer Services | 3 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 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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