![Roberta J. Delisle](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Roberta J. Delisle
Gestionnaire de Portefeuille-Actions chez
Professional Advisory Services, Inc.
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.
Postes actifs de Roberta J. Delisle
| 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. | Gestionnaire de Portefeuille-Actions | 01/01/1999 |
Formation de Roberta J. Delisle
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
82
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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