Roberta J. Delisle
Portfolio Manager-Equities at Professional Advisory Services, Inc.
Roberta J. Delisle active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | 1998-12-31 | - |
Career history of Roberta J. Delisle
Training of Roberta J. Delisle
| University of Illinois | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Undergraduate Degree | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Consumer Services | 2 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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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