David Alan Jaffe
Chief Executive Officer at Professional Advisory Services, Inc.
Network origin in David Alan Jaffe first degree
Entity | Entity type | Industry | |
---|---|---|---|
Dartmouth College
158
| College/University | Other Consumer Services | 158 |
University of South Florida
42
| College/University | Other Consumer Services | 42 |
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.
8
| Private Company | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Alan Jaffe via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Portfolio Manager-Equities | |
F. Hoffmann-La Roche Ltd.
F. Hoffmann-La Roche Ltd. Pharmaceuticals: MajorHealth Technology F. Hoffmann-La Roche Ltd. manufactures pharmaceutical products. It offers pharmaceutical drugs, pharmaceutical instruments, and diagnostics solutions. The company was founded by Fritz Hoffmann-La Roche on October 1, 1896 and is headquartered in Basel, Switzerland. | Pharmaceuticals: Major | Director/Board Member | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Corporate Officer/Principal Graduate Degree Masters Business Admin | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Corporate Officer/Principal | |
Stanford University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Doctorate Degree | |
Vanderbilt University | College/University | Graduate Degree Masters Business Admin | |
Peapack-Gladstone Bank (Investment Management)
Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations. | Investment Managers | Portfolio Manager-Equities | |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Masters Business Admin Graduate Degree | |
The Boston Consulting Group, Inc.
The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Kutscher Benner Barsness & Stevens, Inc.
Kutscher Benner Barsness & Stevens, Inc. Investment ManagersFinance Kutscher Benner Barsness & Stevens, Inc. (KBBS) is an independent SEC-registered asset management firm headquartered in Seattle, Washington. The firm was founded by Ted Kutscher in 1991 and was formerly known as Frederic T. Kutscher Associates, Inc. and Kutscher Rhodes & Benner, Inc. KBBS provides financial planning and investment advice primarily to individuals, families, and trustees. | Investment Managers | Founder | |
Golden Gate University | College/University | Graduate Degree | |
The Johns Hopkins University | College/University | Director/Board Member Doctorate Degree Graduate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree Graduate Degree | |
Georgetown University | College/University | Director/Board Member Graduate Degree | |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Merrill Lynch (Asia Pacific) Ltd.
Merrill Lynch (Asia Pacific) Ltd. Investment ManagersFinance Merrill Lynch (Asia Pacific) Ltd. (Merrill Lynch-Asia Pacific) is the financial management subsidiary of Merrill Lynch HK Services, Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. Based in Hong Kong, the firm provides financial management and advisory services. | Investment Managers | Corporate Officer/Principal | |
World Presidents' Organization | Corporate Officer/Principal Corporate Officer/Principal | ||
New York State Bar Association
New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
The University of Michigan Law School | College/University | Graduate Degree Graduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Harvard Law School | College/University | Graduate Degree Graduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
The Bolles School
The Bolles School Other Consumer ServicesConsumer Services The Bolles School operates as a private college preparatory and boarding school. The private company is based in Jacksonville, FL. | Other Consumer Services | Director/Board Member | |
Estabrook Capital Management LLC
Estabrook Capital Management LLC Investment ManagersFinance Estabrook Capital Management LLC (Estabrook) is an independent registered investment advisor headquartered in New York City. Founded in 2008, Estabrook advises individually managed accounts for individuals, trusts, corporations, charitable organizations, and pension plans. The firm is also a portfolio manager in various wrap programs sponsored by non-affiliated organizations. | Investment Managers | President | |
Columbia Law School | College/University | Graduate Degree | |
Jacksonville Zoological Society, Inc.
Jacksonville Zoological Society, Inc. Other Consumer ServicesConsumer Services Jacksonville Zoological Society, Inc. operates as a non-profit organization that engages in the management of a zoo. The company is headquartered in Jacksonville, FL. | Other Consumer Services | Director/Board Member |
Statistics
International
United States | 45 |
Switzerland | 2 |
Israel | 2 |
Hong Kong | 2 |
Canada | 2 |
Sectoral
Consumer Services | 23 |
Finance | 19 |
Commercial Services | 6 |
Health Technology | 2 |
Process Industries | 2 |
Operational
Director/Board Member | 320 |
Corporate Officer/Principal | 191 |
Undergraduate Degree | 101 |
Chairman | 80 |
Independent Dir/Board Member | 55 |
Most connected contacts
Insiders | |
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Steven Gillis | 58 |
David Hodgson | 34 |
Ed Kania | 31 |
Edward Muller | 30 |
Terry Gould | 26 |
Robert F. End | 22 |
Jeff Jackson | 21 |
Zenas W. Hutcheson | 20 |
Scott D. Roulston | 17 |
Pamela Joyner | 17 |
Lee Phillips | 16 |
Carl W. Treleaven | 15 |
William K. Hooper | 15 |
Blake Winchell | 14 |
John D. Stanton | 14 |
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