Frank J. Legan
Directeur/Membre du Conseil chez Catholic Charities Corp.
Profil
Mr. Frank J.
Legan is a Partner at Cedar Brook Financial Partners LLC.
He is on the Board of Directors at Catholic Charities Corp.
He is a member of the Investment Committee.
Mr. Legan designs and implements comprehensive, personalized financial planning strategies for corporate executives, closely held business owners, families and retirees.
He specializes in lifetime income planning, investment planning and estate and risk management planning services.
Mr. Legan also works with businesses to develop strategic and succession planning strategies.
Prior to joining Cedar Brook Financial Partners, LLC, he was a Financial Advisor in the Private Client Group at Merrill Lynch and with NatCity/PNC Investments.
He has a Bachelor of Arts degree in Political Science from the University of Dayton, as well as a Master of Public Administration degree focused on Municipal Management from Cleveland State University.
Postes actifs de Frank J. Legan
| Sociétés | Poste | Début |
|---|---|---|
Catholic Charities Corp.
 Catholic Charities Corp. Miscellaneous Commercial ServicesCommercial Services Catholic Charities Corp. operates as a health and human services organization. It offers orphanages, Catholic hospitals, home for working boys, home for working girls, and home for the aged. The company is headquartered in Cleveland, OH. | Directeur/Membre du Conseil | - |
Cedar Brook Financial Partners LLC
 Cedar Brook Financial Partners LLC Investment ManagersFinance Cedar Brook Financial Partners LLC, do-business-as Cedar Brook Group, is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 2005 by Azim Nakhooda and William Glubiak. They are owned by Cedar Brook Financial Partners Holdings LLC. Cedar Brook Group offers wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Membre du Comité d'Investissement | 01/02/2018 |
Formation de Frank J. Legan
| University of Dayton | Undergraduate Degree |
| Cleveland State University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Catholic Charities Corp.
Catholic Charities Corp. Miscellaneous Commercial ServicesCommercial Services Catholic Charities Corp. operates as a health and human services organization. It offers orphanages, Catholic hospitals, home for working boys, home for working girls, and home for the aged. The company is headquartered in Cleveland, OH. | Commercial Services |
Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC Investment ManagersFinance Cedar Brook Financial Partners LLC, do-business-as Cedar Brook Group, is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 2005 by Azim Nakhooda and William Glubiak. They are owned by Cedar Brook Financial Partners Holdings LLC. Cedar Brook Group offers wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
