Roberta J. Delisle

Portfolio Manager-Aktien bei Professional Advisory Services, Inc.

75 Jahre

Consumer Services

Finance

Profil

Ms. Roberta J.
Delisle is a Portfolio Manager at Professional Advisory Services, Inc. She joined the firm in 1999.
Ms. Delisle went on to become a member of the Chicago Board of Trade and owner of North Shore Futures, Inc., where she traded U.S.
Government Securities for investment bankers and broker dealer firms.
Ms. Delisle earned her Bachelor’s degree at the University of Chicago in 1978.

Aktive Positionen von Roberta J. Delisle

Unternehmen	Position	Beginn
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-Aktien	01.01.1999

Alle aktiven Positionen von Roberta J. Delisle

Ausbildung von Roberta J. Delisle

University of Illinois

Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

100 +

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Unternehmen ersten Grades

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Unternehmensverbindungen

Private Unternehmen	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