Jim Holtzman
Amministratore Delegato presso Legend Financial Advisors, Inc.
Provenienza dei contatti di primo grado di Jim Holtzman
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Legend Financial Advisors, Inc.
 Legend Financial Advisors, Inc. Investment ManagersFinance Legend Financial Advisors, Inc. (Legend) is an independent registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Louis Stanasolovich in 1993. Legend provides personalized wealth management services including financial planning and investment management strategies to individuals and families.
2
| Private Company | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jim Holtzman tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| The Pennsylvania State University | College/University | Undergraduate Degree | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
| Robert Morris University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Settori
| Consumer Services | 3 |
| Commercial Services | 2 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 2 |
| Undergraduate Degree | 2 |
| Director/Board Member | 2 |
| Chief Executive Officer | 1 |
Contatti più connessi
| Insiders | |
|---|---|
| Lou Stanasolovich | 4 |
| Diane Marie Pearson | 2 |
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