Nathan Polackwich
Analyst-Equity at Professional Advisory Services, Inc.
Profile
Mr. Robert N.
Polackwich, CFA, is a Senior Equity Analyst at Professional Advisory Services, Inc. He started with PASI in 2001 and is now the firm's senior equity analyst leading development of PASI investment strategy including complete top-down analysis from the macro-economy to the individual company level.
He is also the Senior Municipal Bond Manager, serves on the Proxy Committee, and heads up PASI's Research Team and Investment Committee.
Mr. Polackwich graduated from Tulane University in 1998 with a Bachelor’s of Science in Economics.
He has held the Chartered Financial Analyst designation since 2004.
Nathan Polackwich active positions
| Companies | Position | Start |
|---|---|---|
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 | 01/01/2001 |
Training of Nathan Polackwich
| Tulane University (Louisiana) | Undergraduate Degree |
Experiences
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1st degree connections
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Linked companies
| Private companies | 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 |
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