Roberta J. Delisle

Gestore di Portafoglio-Azioni presso Professional Advisory Services, Inc.

75 anni

Consumer Services

Finance

Profilo

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.

Posizioni attive di Roberta J. Delisle

Società	Posizione	Inizio
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.	Gestore di Portafoglio-Azioni	01/01/1999

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Formazione di Roberta J. Delisle

University of Illinois

Undergraduate Degree

Esperienze
Posizioni ricoperte

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Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	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