Jim Holtzman
Chief Executive Officer at Legend Financial Advisors, Inc.
Profile
Mr. James J.
Holtzman, CPA, is a CEO, President & Wealth Advisor at Legend Financial Advisors, Inc.
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.
Jim Holtzman active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 01/05/2001 |
Training of Jim Holtzman
| La Roche University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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