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David Alan Jaffe
Chief Executive Officer at Professional Advisory Services, Inc.
David Alan Jaffe 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. | Chief Executive Officer | 1992-06-30 | - |
Chief Investment Officer | 1992-06-30 | - | |
Portfolio Manager-Equities | 1992-06-30 | - | |
President | 2003-12-31 | - |
Career history of David Alan Jaffe
Training of David Alan Jaffe
Dartmouth College | Undergraduate Degree |
University of South Florida | Doctorate Degree |
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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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