![Jim Holtzman](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>)
Jim Holtzman
Directeur Général chez
Legend Financial Advisors, Inc.
Profil
Mr. James J.
Holtzman, CPA, is a Chief Executive Officer, President & Wealth Advisor at Legend Financial Advisors, Inc. He has over two decades of experience providing financial advice to retirement-focused clients, medical practices and businesses.
Prior to joining Legend Financial, Mr. Holtzman obtained a wealth of money management experience.
His previous professional experience includes employment with various CPA and Financial Advisory organizations where he provided tax, accounting, auditing and financial consulting services to individuals and businesses.
Mr. Holtzman graduated from LaRoche College with Bachelor of Science degree in Accounting as well as in Administration and Management.
Postes actifs de Jim Holtzman
| Sociétés | Poste | Début |
|---|---|---|
Legend Financial Advisors, Inc.
 Legend Financial Advisors, Inc. Investment ManagersFinance Legend develops and maintains proprietary portfolios. Portfolio allocations are actively (tactically) managed in the interest of targeting specific levels of risk and/or long-term returns. Investment portfolios are developed to attempt to fit client’s long-term desired return goals and appetite for risk. | Directeur Général | 01/05/2001 |
Formation de Jim Holtzman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
La Roche University
 La Roche University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. Investment ManagersFinance Legend develops and maintains proprietary portfolios. Portfolio allocations are actively (tactically) managed in the interest of targeting specific levels of risk and/or long-term returns. Investment portfolios are developed to attempt to fit client’s long-term desired return goals and appetite for risk. | Finance |
