Ren Epperly

Gestore di Portafoglio-Azioni presso Legacy Wealth Management, Inc.

Finance

Consumer Services

Profilo

Mr. Lawrence J.
Epperly, CFA MBA, is a Portfolio Manager at Legacy Wealth Management, Inc. He reviews client goals and objectives and then implements appropriate investment strategies to meet them.
Mr. Epperly was employed as a Principal by PNC Bank, NA (Investment Management).
He received his BBA in finance from the University of Iowa and an MBA in finance from the University of Iowa.

Posizioni attive di Ren Epperly

Società	Posizione	Inizio
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.	Gestore di Portafoglio-Azioni	01/06/2017

Tutte le posizioni attive di Ren Epperly

Precedenti posizioni note di Ren Epperly

Società	Posizione	Fine
PNC Bank, NA (Investment Management) PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.	Corporate Officer/Principal	-

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Formazione di Ren Epperly

University of Iowa

Graduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	2
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
PNC Bank, NA (Investment Management) PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.	Finance