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Career history of Amery Staub
Former positions of Amery Staub
Companies | Position | Start | End |
---|---|---|---|
Summit Asset Management LLC
![]() Summit Asset Management LLC Investment ManagersFinance Summit Asset Management LLC (Summit) is an independeny registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1991 and is owned by John N. Laughlin, Lance W. Hollingsworth, and Peggy K. Adler. Summit provides investment management, financial planning, and special services to individuals, families, trusts, retirement plans for businesses, charitable endowments, and corporations. | Trading-Equity | 01/01/2005 | 01/09/2016 |
Investment Committee Member | 01/01/2005 | 01/09/2016 | |
Portfolio Manager-Equities | 01/01/2005 | 01/09/2016 | |
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. | Corporate Officer/Principal | 31/12/2004 | 31/12/2004 |
Training of Amery Staub
Birmingham-Southern College | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Trading-Equity | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Summit Asset Management LLC
![]() Summit Asset Management LLC Investment ManagersFinance Summit Asset Management LLC (Summit) is an independeny registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1991 and is owned by John N. Laughlin, Lance W. Hollingsworth, and Peggy K. Adler. Summit provides investment management, financial planning, and special services to individuals, families, trusts, retirement plans for businesses, charitable endowments, and corporations. | Finance |
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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