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Duncan L. Miller
Amministratore Delegato presso Legacy Wealth Management, Inc.
Posizioni attive di Duncan L. Miller
Società | Posizione | Inizio | Fine |
---|---|---|---|
Community Foundation of Greater Memphis, Inc.
![]() Community Foundation of Greater Memphis, Inc. Investment Trusts/Mutual FundsMiscellaneous Community Foundation of Greater Memphis, Inc. offers and manages charitable funds and endowments. It simplify charitable giving and tax reporting, structuring and managing personalized grant programs, facilitation unusual or complicated gifts, presenting timely information on community needs and by providing investment products that maximize giving potential. The company was founded in 1969 and is headquartered in Memphis, TN. | Direttore/Membro del Consiglio | - | - |
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. | Amministratore Delegato | 01/01/2022 | - |
Presidente | 01/01/2022 | - | |
Membro del Comitato di Investimento | 01/06/2000 | 01/01/2022 |
Storia della carriera di Duncan L. Miller
Formazione di Duncan L. Miller
Washington & Lee University | Undergraduate Degree |
Boston College | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Director/Board Member | 1 |
Settori
Consumer Services | 3 |
Miscellaneous | 2 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
---|---|
Community Foundation of Greater Memphis, Inc.
![]() Community Foundation of Greater Memphis, Inc. Investment Trusts/Mutual FundsMiscellaneous Community Foundation of Greater Memphis, Inc. offers and manages charitable funds and endowments. It simplify charitable giving and tax reporting, structuring and managing personalized grant programs, facilitation unusual or complicated gifts, presenting timely information on community needs and by providing investment products that maximize giving potential. The company was founded in 1969 and is headquartered in Memphis, TN. | Miscellaneous |
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. | Finance |
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