Jim Roberge

Jim Roberge

Direttore/Membro del Consiglio presso Forum Capital Partners

Patrimonio netto: 2 M $ in data 30/04/2024

Finance
Consumer Services
Miscellaneous

Profilo

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.

Partecipazioni note in società pubbliche

SocietàDataNumero di azioniValorizzazioneData di valutazione
31/12/2022 122 000 ( 0.40% ) 2 M $ 30/04/2024

Posizioni attive di Jim Roberge

SocietàPosizioneInizio
Analyst-Equity 01/12/1996
Direttore/Membro del Consiglio -
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Formazione di Jim Roberge

The Wharton School of the University of Pennsylvania Masters Business Admin
Massachusetts Institute of Technology Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

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Società quotate in Borsa

Aziende private

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Relazioni

99

Relazioni di 1° grado

4

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private2

Finance

Miscellaneous

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