Mark J. Spinello
Directeur Général chez The Legend Group, Inc.
Profil
Mark J.
Spinello is the founder of Mackenzie Investment Management, Inc. He currently holds the position of Chief Executive Officer at The Legend Group, Inc. and Legend Group Holdings LLC.
In 1989, he briefly held the position of Chief Executive Officer at Legend Advisory LLC.
Spinello received his undergraduate degree from the University of New Haven in 1977 and his graduate degree from Western New England University in 1980.
Postes actifs de Mark J. Spinello
| Sociétés | Poste | Début |
|---|---|---|
The Legend Group, Inc.
 The Legend Group, Inc. Investment ManagersFinance For over 45 years, The Legend Group has been helping investors work toward achieving their financial goals. Their history is rooted in the development of products and services for retirement plans, and over the years they have played an influential role in the evolution of the §403(b) retirement plan market. Legend is a full service investment planning firm offering: A wide range of investment options, Retirement accounts for many plan types, Solutions for retirement plan sponsors, Investment advisory services, College savings plans, Insurance products and Non-qualified investments. Their nationwide network of financial advisors is prepared to guide them in setting realistic and attainable objectives, and assist them in designing an investment strategy to help one reach them. As a subsidiary of Waddell and Reed Financial, Inc. (WDR), Legend has access to the resources of one of the most enduring mutual fund and financial planning complexes in the United States. This relationship strengthens their position as an industry leader, and lends support to their initiatives as they continue to build upon a solid foundation of excellence and innovation. Legend's mission is to deliver professional investment advice, quality investment products and unparalleled service. They strive to achieve this goal via state-of-the-art technology, dynamic asset management programs and a dedicated support team. | Directeur Général | - |
Legend Group Holdings LLC
 Legend Group Holdings LLC Investment ManagersFinance Legend Group Holdings LLC provides investment and retirement planning services to employer groups in the United States. It offers a range of investment options, includes mutual funds and annuities from nationally recognized fund and insurance companies; retirement accounts for various plan types; solutions for retirement plan sponsors; investment advisory services; college savings plans; insurance products; stocks, bonds, and money market instruments; and non-qualified investments. Legend Group Holdings is headquartered in Palm Beach Gardens, FL. | Directeur Général | - |
Anciens postes connus de Mark J. Spinello
| Sociétés | Poste | Fin |
|---|---|---|
Legend Advisory LLC
 Legend Advisory LLC Investment ManagersFinance Legend Advisory LLC is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a wholly-owned subsidiary of Legend Group Holdings, LLC, which was acquired by First Allied Holdings, Inc. in 2013. First Allied Holdings, Inc. is owned by RCAP Holdings LLC. Legend Group Holdings LLC was owned by Waddell & Reed Financial, Inc. from 2000 to 2013. Legend Advisory offers discretionary asset management services and proprietary quantitative research. They also offer non-discretionary mutual fund investment services, plan sponsor services, third-party advisory services, sub-advisory services and financial planning services. For their asset management programs and investment services, investment advice is limited to investment in mutual funds and variable annuity sub-accounts. Legend Advisory and their Investment Adviser Representatives may also provide advice on the selection of third-party strategists or managers, who may invest clients' assets in other security types. For their wrap account services, the firm provides investment advice on a variety of security types. Legend Advisory Corp.'s clients include individuals, high net-worth individuals, profit sharing plans and corporations. | Directeur Général | 02/01/1989 |
| Mackenzie Investment Management, Inc. | Fondateur | 31/12/1988 |
Formation de Mark J. Spinello
| University of New Haven | Undergraduate Degree |
| Western New England University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
| Mackenzie Investment Management, Inc. | Finance |
Legend Advisory LLC
Legend Advisory LLC Investment ManagersFinance Legend Advisory LLC is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a wholly-owned subsidiary of Legend Group Holdings, LLC, which was acquired by First Allied Holdings, Inc. in 2013. First Allied Holdings, Inc. is owned by RCAP Holdings LLC. Legend Group Holdings LLC was owned by Waddell & Reed Financial, Inc. from 2000 to 2013. Legend Advisory offers discretionary asset management services and proprietary quantitative research. They also offer non-discretionary mutual fund investment services, plan sponsor services, third-party advisory services, sub-advisory services and financial planning services. For their asset management programs and investment services, investment advice is limited to investment in mutual funds and variable annuity sub-accounts. Legend Advisory and their Investment Adviser Representatives may also provide advice on the selection of third-party strategists or managers, who may invest clients' assets in other security types. For their wrap account services, the firm provides investment advice on a variety of security types. Legend Advisory Corp.'s clients include individuals, high net-worth individuals, profit sharing plans and corporations. | Finance |
The Legend Group, Inc.
The Legend Group, Inc. Investment ManagersFinance For over 45 years, The Legend Group has been helping investors work toward achieving their financial goals. Their history is rooted in the development of products and services for retirement plans, and over the years they have played an influential role in the evolution of the §403(b) retirement plan market. Legend is a full service investment planning firm offering: A wide range of investment options, Retirement accounts for many plan types, Solutions for retirement plan sponsors, Investment advisory services, College savings plans, Insurance products and Non-qualified investments. Their nationwide network of financial advisors is prepared to guide them in setting realistic and attainable objectives, and assist them in designing an investment strategy to help one reach them. As a subsidiary of Waddell and Reed Financial, Inc. (WDR), Legend has access to the resources of one of the most enduring mutual fund and financial planning complexes in the United States. This relationship strengthens their position as an industry leader, and lends support to their initiatives as they continue to build upon a solid foundation of excellence and innovation. Legend's mission is to deliver professional investment advice, quality investment products and unparalleled service. They strive to achieve this goal via state-of-the-art technology, dynamic asset management programs and a dedicated support team. | Finance |
Legend Group Holdings LLC
Legend Group Holdings LLC Investment ManagersFinance Legend Group Holdings LLC provides investment and retirement planning services to employer groups in the United States. It offers a range of investment options, includes mutual funds and annuities from nationally recognized fund and insurance companies; retirement accounts for various plan types; solutions for retirement plan sponsors; investment advisory services; college savings plans; insurance products; stocks, bonds, and money market instruments; and non-qualified investments. Legend Group Holdings is headquartered in Palm Beach Gardens, FL. | Finance |
