Chris Steele
Analyst-Equity at Professional Advisory Services, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| David Alan Jaffe | M | 69 |
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. | 32 years |
| Carol Ligon Bieber | F | - |
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. | 26 years |
| Nathan Polackwich | M | - |
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. | 23 years |
| Chris Brown | M | 53 |
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. | 23 years |
| Ken Ligon | M | 66 |
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. | 47 years |
| Roberta J. Delisle | F | 75 |
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. | 25 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Derrick Franceschini | M | - |
University of Central Florida
| 5 years |
| Ronald Joseph Jaffe | M | - |
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. | 31 years |
| Stephen Sjuggerud | M | 52 |
University of Central Florida
| 5 years |
| Robert V. Johnson | M | 74 |
University of Central Florida
| 4 years |
| John H. Mosher | M | - |
University of Central Florida
| 4 years |
| Lucas Carlo | M | - |
University of Central Florida
| 1 years |
| Diane Symes Mahony | F | - |
University of Central Florida
| 4 years |
| Mark Moore | M | - |
University of Central Florida
| 4 years |
| Bill Peppler | M | - |
University of Central Florida
| 4 years |
| Richard Hull | M | - |
University of Central Florida
| 3 years |
| Ellen Tower | F | - |
University of Central Florida
| 4 years |
| Heidi Hughes | F | - |
University of Central Florida
| 4 years |
| Kevin D. Pell | M | - |
University of Central Florida
| 4 years |
| Bill Wolfinger | M | - |
University of Central Florida
| 1 years |
| Jeffrey Graff | M | - |
University of Central Florida
| 3 years |
| Christopher Scott | M | 53 |
University of Central Florida
| 4 years |
| Ricardo Pietri | M | - |
University of Central Florida
| 4 years |
| Kevin P. Lacey | M | 55 |
University of Central Florida
| 2 years |
| Hiu Chan | M | 51 |
University of Central Florida
| 4 years |
| Michael Heald | M | - |
University of Central Florida
| 4 years |
| Jim Kaplan | M | - |
University of Central Florida
| 1 years |
| Tim Holtz | M | - |
University of Central Florida
| 4 years |
| Effie Tzirtziropoulos | F | - |
University of Central Florida
| 2 years |
| Jennifer Irene Storey | F | - |
University of Central Florida
| 4 years |
| Marzouq Fajhan Hilal Al-Mutairi | M | - |
University of Central Florida
| 4 years |
| Marissa Wortman | F | - |
University of Central Florida
| 4 years |
| Pamela Davies | M | 67 |
University of Central Florida
| 5 years |
| Raj K. Shah | M | 72 |
University of Central Florida
| 2 years |
| Lisbet Karin Nærø | F | 61 |
University of Central Florida
| 2 years |
| Priti Manek | F | - |
University of Central Florida
| 2 years |
| Dyron M. Watford | M | 47 |
University of Central Florida
| 2 years |
| Sue D. Thompson | F | - |
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. | - |
| Sangeetha Bhoola | F | - |
University of Central Florida
| 1 years |
| Susan Baxter Gibson | F | 65 |
University of Central Florida
| 2 years |
| Katie L. MacGillivary | F | 44 |
University of Central Florida
| 4 years |
| Brian J. Wheeler | M | - |
University of Central Florida
| 4 years |
| Todd P. Scholl | M | - |
University of Central Florida
| 4 years |
| Joseph Johnson | M | 49 |
University of Central Florida
| 4 years |
| Yosbani J. Mendez | M | - |
University of Central Florida
| 4 years |
| Greg Weaver | M | - |
University of Central Florida
| 4 years |
| Dick Nunis | M | - |
University of Central Florida
| 3 years |
| Brook S. Boggs | F | - |
University of Central Florida
| 4 years |
| Stefan Mancas | M | 48 |
University of Central Florida
| 4 years |
| Stephen W. Brown | M | - |
University of Central Florida
| 2 years |
| Todd Cline | M | - |
University of Central Florida
| 2 years |
| Denise Kann | F | - |
University of Central Florida
| 1 years |
| Launa Stewart | M | - |
University of Central Florida
| 3 years |
| Colin Forde | M | - |
University of Central Florida
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 54 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Chris Steele
- Personal Network
