Nathan Polackwich

Analyst-Equity at

Professional Advisory Services, Inc.

Finance

Consumer Services

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 PASI primarily invests client dollars in two asset classes – high quality stocks and investment grade corporate and (where appropriate) tax-free municipal bonds. The allocation of dollars to each asset class is tailored to the individual client’s risk tolerance and financial situation. The mix is modified only when dictated by a change in client circumstances or major economic shift. The firm performs fundamental analysis to identify companies suitable for client portfolios using top-down and bottom-up analysis.	Analyst-Equity	01/01/2001

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Private companies	2
Professional Advisory Services, Inc. Professional Advisory Services, Inc. Investment ManagersFinance PASI primarily invests client dollars in two asset classes – high quality stocks and investment grade corporate and (where appropriate) tax-free municipal bonds. The allocation of dollars to each asset class is tailored to the individual client’s risk tolerance and financial situation. The mix is modified only when dictated by a change in client circumstances or major economic shift. The firm performs fundamental analysis to identify companies suitable for client portfolios using top-down and bottom-up analysis.	Finance
Tulane University (Louisiana) Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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Finance