Role at Christian Brothers Investment Services
- Title on Schedule A
- Director
- Control
- Pamela Gleeson is a control person of Christian Brothers Investment Services.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Pamela Gleeson has held the filed role since February 2013.
The firm
Form ADV filed 26 March 2026
Career on record
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Registrations and exams
Individual registration and examination information for Pamela Gleeson is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Pamela Gleeson
- CRD
- 6177942
- Record basis
- Form ADV officer listing
- Firm bio
- cbisonline.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
CBIS identifies Pamela S. Gleeson as a member of its Board of Directors and as Chief Financial Officer of the De La Salle Institute. Official CBIS Who We Are and Board page
Education
- CBIS lists a BS in Business Administration from the University of California, Berkeley.Official CBIS Who We Are and Board page
Common questions
Where does Pamela Gleeson work?
Pamela Gleeson has been Director of Christian Brothers Investment Services, Inc. since February 2013, and is a control person of the firm.
Leadership at Christian Brothers Investment Services
- Jeffrey McCroyPresident & Chief Executive Officer
- Carolyn ShieldsChief Financial Officer
- Christine NovotnyChief Operating Officer
- Matthew GiggeyChief Compliance Officer
- Thomas DigenanChief Investment Officer
- Roberto HerenciaDirector
- Sergio LealDirector
- Edward MooneyDirector
- William RybakDirector