Profil
Joseph Amery Staub worked as an Advisor at Summit Asset Management LLC from 2005 to 2016 and as a Portfolio Manager & Research Analyst at Legacy Wealth Management, Inc. from 1999 to 2004.
He obtained an undergraduate degree from Birmingham-Southern College.
Anciens postes connus de Amery Staub
| Sociétés | Poste | Fin |
|---|---|---|
Summit Asset Management LLC
 Summit Asset Management LLC Investment ManagersFinance Summit Asset Management LLC (Summit) is an independeny registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1991 and is owned by John N. Laughlin, Lance W. Hollingsworth, and Peggy K. Adler. Summit provides investment management, financial planning, and special services to individuals, families, trusts, retirement plans for businesses, charitable endowments, and corporations. | Trading-Equity | 01/09/2016 |
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Corporate Officer/Principal | 31/12/2004 |
Formation de Amery Staub
| Birmingham-Southern College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Summit Asset Management LLC
Summit Asset Management LLC Investment ManagersFinance Summit Asset Management LLC (Summit) is an independeny registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1991 and is owned by John N. Laughlin, Lance W. Hollingsworth, and Peggy K. Adler. Summit provides investment management, financial planning, and special services to individuals, families, trusts, retirement plans for businesses, charitable endowments, and corporations. | Finance |
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Finance |
