Chris Steele
Analyst-Equity chez Professional Advisory Services, Inc.
Profil
Mr. Christopher R.
Steele is a Portfolio Manager at Professional Advisory Services, Inc. He joined PASI in 2007 as a Portfolio Manager focusing the majority of his time on client relationships and portfolio management of retirement and personal investment accounts.
Additionally, he serves on the Proxy Committee and Research Team.
Mr. Steele worked at UBS Financial Services as a financial advisor for six years, actively managing equity and fixed income portfolios for clients.
Mr. Steele graduated from the University of Central Florida in 1998 with a Bachelor’s degree in Finance.
In 2004-2005 he attended the University of Central Florida Financial Planning Certificate Program and earned his CFP designation, solidifying his expertise in areas such as retirement, tax, insurance, and estate planning.
Postes actifs de Chris Steele
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/01/2007 |
Formation de Chris Steele
| University of Central Florida | Undergraduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |
