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Ren Epperly
Gestionnaire de Portefeuille-Actions chez Legacy Wealth Management, Inc.
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Jim Isaacs | M | - |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | 20 ans |
Spence Hope | M | - |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | 13 ans |
Duncan L. Miller | M | - |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | 24 ans |
Cathy Ann Simmons | F | - |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | 24 ans |
Rob Sievers | M | - |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | 17 ans |
Charles Jalenak | M | - |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | 13 ans |
Steve Warnecke | M | 68 |
University of Iowa
| 11 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Amy M. Stout | F | - |
University of Iowa
| 5 ans |
Matt Larew | M | - |
University of Iowa
| 3 ans |
Kam Kielhorn | M | - |
University of Iowa
| 4 ans |
Ryan Domyancic | M | - |
University of Iowa
| 5 ans |
Adaeze Enekwechi | M | - |
University of Iowa
| 13 ans |
John Mickelson | M | - |
University of Iowa
| 8 ans |
Dan Haut | M | - |
University of Iowa
| 8 ans |
Mick Clowers | M | - |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | 7 ans |
Adam C. Shatek | M | - |
University of Iowa
| 5 ans |
Ross Aaron Neuman | M | - |
University of Iowa
| 4 ans |
Steven Wu | M | - |
University of Iowa
| 3 ans |
Bill Conrad | M | 38 |
University of Iowa
| 4 ans |
Ka Ho Lau | M | 46 |
University of Iowa
| 2 ans |
Joun-Ho Lee | M | - |
University of Iowa
| - |
Roberto Zanco | M | - |
University of Iowa
| 1 ans |
Qiuli Chen | F | 33 |
University of Iowa
| 4 ans |
Lok Yi Chau | F | 44 |
University of Iowa
| 2 ans |
Erica N Lester | F | - |
University of Iowa
| 4 ans |
Wolfgang Neuner | M | - |
University of Iowa
| 1 ans |
Lin Bong Tam | M | 46 |
University of Iowa
| 2 ans |
Matt Halverson | M | - |
University of Iowa
| 4 ans |
Stefan Jensen | M | - |
University of Iowa
| 4 ans |
Eric Welter | M | - |
University of Iowa
| 4 ans |
Jordan Prohaska | M | - |
University of Iowa
| 4 ans |
Jerry N. Ellis | M | 86 |
University of Iowa
| 5 ans |
William Gates | M | - |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | 1 ans |
Wai Han Tsang | F | 56 |
University of Iowa
| 4 ans |
Lynn Koos | F | - |
University of Iowa
| 4 ans |
Katelyn Fritcher | F | - |
University of Iowa
| 4 ans |
Kai Zeng | M | 44 |
University of Iowa
| 3 ans |
Dean Tsopanides | M | - |
University of Iowa
| 4 ans |
Alexander Motola | M | - |
University of Iowa
| 4 ans |
Ola Jewusiak | F | - |
University of Iowa
| 4 ans |
Alex Kopelyan | M | - |
University of Iowa
| 4 ans |
Ryan Paulsen | M | - |
University of Iowa
| 4 ans |
Bi Ming Wu | M | - |
University of Iowa
| 4 ans |
Taylor Wingert | F | - |
University of Iowa
| 3 ans |
Kolton Mente | M | - |
University of Iowa
| 4 ans |
Dae Sung Lee | M | 53 |
University of Iowa
| 2 ans |
Sumit Mundhra | M | - |
University of Iowa
| 2 ans |
Joel Harris | M | - |
University of Iowa
| 4 ans |
Yi Wei Jiang | F | - |
University of Iowa
| 4 ans |
Mike Weaver | M | - |
University of Iowa
| 4 ans |
Rui Bai | F | - |
University of Iowa
| 3 ans |
Kellie Marie Masters | F | - |
University of Iowa
| 1 ans |
Taylor Brown | M | - |
University of Iowa
| 4 ans |
Adam Kimura | M | - |
University of Iowa
| 4 ans |
Andrew Sissel | M | - |
University of Iowa
| 3 ans |
Jodi Cerretani | F | - |
University of Iowa
| 4 ans |
Will Suess | M | - |
University of Iowa
| 3 ans |
Rijo Oommen | M | - |
University of Iowa
| 2 ans |
Amanda Mahoski | F | - |
University of Iowa
| 4 ans |
Sayer P. Martin | M | 43 |
University of Iowa
| 2 ans |
Dennis A. Gastineau | M | - |
University of Iowa
| 12 ans |
Tom R. Dillon | M | - |
University of Iowa
| 2 ans |
Christopher Nelms | M | - |
University of Iowa
| 2 ans |
Eric Thiessen | M | - |
University of Iowa
| 3 ans |
Andrew W. O'Hara | M | - |
University of Iowa
| 4 ans |
Hayes Shaw Olofson | M | - |
University of Iowa
| 4 ans |
Zachary A. Olson | M | - |
University of Iowa
| 4 ans |
Karl F. Reichenberger | M | - |
University of Iowa
| 3 ans |
Sarah E. Rogers | F | - |
University of Iowa
| 4 ans |
Scott Knight | M | - |
University of Iowa
| 3 ans |
Merritt O. Graves | M | - |
University of Iowa
| 4 ans |
Jason van Zant | M | - |
University of Iowa
| 4 ans |
Brian K. McMillen | M | - |
University of Iowa
| 4 ans |
Jeffrey A. Scudder | M | - |
University of Iowa
| 3 ans |
Peter Donnelly | M | - |
University of Iowa
| 3 ans |
Famille Huntley Ian | M | - |
University of Iowa
| 4 ans |
Patrick J. Cebrzynski | M | - |
University of Iowa
| 4 ans |
Katie M. Pagel | F | - |
University of Iowa
| 3 ans |
Jiazhu Zhang | M | - |
University of Iowa
| 2 ans |
Maria Freund | F | - |
University of Iowa
| 2 ans |
Brody Dass | M | - |
University of Iowa
| 2 ans |
Melanie Creagan Dreher | M | - |
University of Iowa
| 9 ans |
Luke Christianson | M | - |
University of Iowa
| 4 ans |
Guohua Xia | M | - |
University of Iowa
| 2 ans |
Paul Szigetvari | M | - |
University of Iowa
| 4 ans |
Brian Andrew Early | M | - |
University of Iowa
| 4 ans |
Jonathan Lightner | M | - |
University of Iowa
| 2 ans |
Chris Freitag | M | - |
University of Iowa
| 5 ans |
Kaila Krum | F | - |
University of Iowa
| 4 ans |
Ashley Hoffman | F | - |
University of Iowa
| 5 ans |
Sridip Mukhopadhyaya | M | - |
University of Iowa
| 2 ans |
Mathew Paul Sawin | M | - |
University of Iowa
| 4 ans |
Julie Zare | F | - |
University of Iowa
| 4 ans |
Andrew Stumbo | M | - |
University of Iowa
| 4 ans |
Genevieve Walkden | F | - |
University of Iowa
| 1 ans |
Katherine Doll | M | - |
University of Iowa
| 3 ans |
Andrew Charles Webber | M | - |
University of Iowa
| 4 ans |
Nick Clare | M | - |
University of Iowa
| 4 ans |
Billie Mccormick | F | - |
University of Iowa
| 4 ans |
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 99 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Ren Epperly
- Réseau Personnel