![Jim Holtzman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jim Holtzman
Amministratore Delegato presso
Legend Financial Advisors, Inc.
Profilo
Mr. James J.
Holtzman, CPA, is a Chief Executive Officer, President & Wealth Advisor at Legend Financial Advisors, Inc. He has over two decades of experience providing financial advice to retirement-focused clients, medical practices and businesses.
Prior to joining Legend Financial, Mr. Holtzman obtained a wealth of money management experience.
His previous professional experience includes employment with various CPA and Financial Advisory organizations where he provided tax, accounting, auditing and financial consulting services to individuals and businesses.
Mr. Holtzman graduated from LaRoche College with Bachelor of Science degree in Accounting as well as in Administration and Management.
Posizioni attive di Jim Holtzman
| Società | Posizione | Inizio |
|---|---|---|
Legend Financial Advisors, Inc.
 Legend Financial Advisors, Inc. Investment ManagersFinance Legend develops and maintains proprietary portfolios. Portfolio allocations are actively (tactically) managed in the interest of targeting specific levels of risk and/or long-term returns. Investment portfolios are developed to attempt to fit client’s long-term desired return goals and appetite for risk. | Amministratore Delegato | 01/05/2001 |
Formazione di Jim Holtzman
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
2
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
La Roche University
 La Roche University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. Investment ManagersFinance Legend develops and maintains proprietary portfolios. Portfolio allocations are actively (tactically) managed in the interest of targeting specific levels of risk and/or long-term returns. Investment portfolios are developed to attempt to fit client’s long-term desired return goals and appetite for risk. | Finance |
