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Ren Epperly
Membre du Comité d'Investissement chez
Legacy Wealth Management, Inc.
Profil
Mr. Lawrence J.
Epperly, CFA MBA, is a Director of Client Service & Shareholder at Legacy Wealth Management, Inc. He reviews client goals and objectives and then implements appropriate investment strategies to meet them.
Mr. Epperly joined Legacy Wealth Management, Inc. in the summer of 2017 after working for 3 years at Hawthorn, PNC’s Family Office.
He received his BBA in finance and MBA in finance from Henry B. Tippie College of Business.
Postes actifs de Ren Epperly
| 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 | 01/06/2017 |
Anciens postes connus de Ren Epperly
| Sociétés | Poste | Fin |
|---|---|---|
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Corporate Officer/Principal | - |
Formation de Ren Epperly
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Finance |
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 |
Henry B. Tippie College of Business
 Henry B. Tippie College of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
