Jim Roberge

Jim Roberge

Director/Board Member at Forum Capital Partners

Net worth: 2 M $ as of 30/04/2024

Finance
Consumer Services
Miscellaneous

Profile

Mr. James D.
Roberge, CFA MBA, is a Senior Managing Director at Staley Capital Advisers, Inc. He is on the Board of Directors at Forum Capital Partners.
He joined Staley Capital in 1996 as a Shareholder, Vice President and Senior Managing Director.
He is a General Partner, manages certain private accounts, and also serves as an Equity Analyst and asset allocation strategist for the private accounts.
He was employed with Federated Investors, Inc. from July 1990 to June 1996.
He served as a municipal bond Analyst and, for four years, as a Portfolio Manager for various Federated municipal bond and government bond mutual funds.
He earned a BS degree in Chemical Engineering from the Massachusetts Institute of Technology and an MBA in Finance from the Wharton School of the University of Pennsylvania.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
31/12/2022 122,000 ( 0.40% ) 2 M $ 30/04/2024

Jim Roberge active positions

CompaniesPositionStart
Analyst-Equity 01/12/1996
Director/Board Member -
All active positions of Jim Roberge

Training of Jim Roberge

The Wharton School of the University of Pennsylvania Masters Business Admin
Massachusetts Institute of Technology Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

99

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies2

Finance

Miscellaneous

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