Steven Gregg Wachs

President chez Legacy CG LLC

Profil

Mr. Steven G.
Wachs is a Partner & Chief Investment Officer at Legacy CG LLC.
He is also the Chief Compliance Officer of the firm.
In these roles, he oversees all components of the firm’s investment advisory function.
This includes portfolio creation, investment manager due diligence, ongoing portfolio management and compliance with SEC rules and regulations.
He is responsible for guiding the Firm’s investment planning philosophy, process, resources and deliverables.
He also works with clients and takes pride in relieving their stress of managing personal wealth and making complex investment decisions.
He has worked for over 29 years in the financial planning and investment advisory profession.
Mr. Wachs received a Bachelor of Science degree in Management from the University of South Dakota and his MBA from the University of Dallas.
He also received his ertified Financial Planner certification from the College for Financial Planning in 1990 and is currently a member of the Financial Planning Association.

Postes actifs de Steven Gregg Wachs

Sociétés	Poste	Début
Legacy CG LLC	President	01/01/1999

Formation de Steven Gregg Wachs

University of Dallas	Masters Business Admin
University of South Dakota	Undergraduate Degree