![Charles Jalenak](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charles Jalenak
Membre du Comité d'Investissement chez
Legacy Wealth Management, Inc.
Profil
Mr. E.
C.
Jalenak is a Director & Shareholder at Legacy Wealth Management, Inc. He has a background in finance, accounting, and financial markets, with over 38 years of investing experience in a wide variety of asset classes, including publicly-traded securities (equities and fixed income), private equity funds, hedge funds/alternative investments, real estate and venture capital.
Before joining the firm in 2011, Mr. Jalenak spent 12 years at Jalenak Capital Management, Inc. Prior to that he was with a SEC Registered Investment Advisor based in Connecticut.
He received his Bachelor of Science in Management from Tulane University (Louisiana) and an MBA in finance and management from The Wharton School of the University of Pennsylvania.
Postes actifs de Charles Jalenak
| Sociétés | Poste | Début |
|---|---|---|
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy’s primary investment approach is to use a globally diversified portfolio. The firm invests client funds in stocks and bonds issued by companies and governments in the US and abroad. The primary vehicles they use to invest in these asset classes are no-load mutual funds and exchange traded funds (ETFs). For certain clients, Legacy may also recommend separate portfolios of individual bonds managed by a sub-advisor or portfolios with limited liquidity that are following alternative strategies. | Membre du Comité d'Investissement | 01/07/2011 |
Formation de Charles Jalenak
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy’s primary investment approach is to use a globally diversified portfolio. The firm invests client funds in stocks and bonds issued by companies and governments in the US and abroad. The primary vehicles they use to invest in these asset classes are no-load mutual funds and exchange traded funds (ETFs). For certain clients, Legacy may also recommend separate portfolios of individual bonds managed by a sub-advisor or portfolios with limited liquidity that are following alternative strategies. | Finance |
Tulane University (Louisiana)
 Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
