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David Alan Jaffe
Directeur Général chez
Professional Advisory Services, Inc.
Profil
Dr. David A. Jaffe, MD, is a Managing Partner & President at Professional Advisory Services, Inc. He joined the firm in July 1992 as a Portfolio Manager and became President in 2004.
He is actively involved in portfolio management and investment decisions, advises clients regarding retirement plan options, and travels extensively to visit with clients around the country.
He is also a partner of the firm and serves on the Board of Directors.
Dr. Jaffe received his undergraduate degree from Dartmouth College and a doctorate degree from the University of South Florida.
Postes actifs de David Alan Jaffe
| Sociétés | Poste | Début |
|---|---|---|
Professional Advisory Services, Inc.
 Professional Advisory Services, Inc. Investment ManagersFinance PASI primarily invests client dollars in two asset classes – high quality stocks and investment grade corporate and (where appropriate) tax-free municipal bonds. The allocation of dollars to each asset class is tailored to the individual client’s risk tolerance and financial situation. The mix is modified only when dictated by a change in client circumstances or major economic shift. The firm performs fundamental analysis to identify companies suitable for client portfolios using top-down and bottom-up analysis. | Directeur Général | 01/07/1992 |
Formation de David Alan Jaffe
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Professional Advisory Services, Inc.
Professional Advisory Services, Inc. Investment ManagersFinance PASI primarily invests client dollars in two asset classes – high quality stocks and investment grade corporate and (where appropriate) tax-free municipal bonds. The allocation of dollars to each asset class is tailored to the individual client’s risk tolerance and financial situation. The mix is modified only when dictated by a change in client circumstances or major economic shift. The firm performs fundamental analysis to identify companies suitable for client portfolios using top-down and bottom-up analysis. | Finance |
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of South Florida
 University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
