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Ren Epperly
Portfolio Manager-Equities at Legacy Wealth Management, Inc.
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Jim Isaacs | M | - |
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. | 20 years |
Spence Hope | M | - |
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. | 13 years |
Duncan L. Miller | M | - |
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. | 24 years |
Cathy Ann Simmons | F | - |
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. | 24 years |
Rob Sievers | M | - |
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. | 17 years |
Charles Jalenak | M | - |
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. | 13 years |
Steve Warnecke | M | 68 |
University of Iowa
| 11 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Amy M. Stout | F | - |
University of Iowa
| 5 years |
Matt Larew | M | - |
University of Iowa
| 3 years |
Kam Kielhorn | M | - |
University of Iowa
| 4 years |
Ryan Domyancic | M | - |
University of Iowa
| 5 years |
Adaeze Enekwechi | M | - |
University of Iowa
| 13 years |
John Mickelson | M | - |
University of Iowa
| 8 years |
Dan Haut | M | - |
University of Iowa
| 8 years |
Mick Clowers | M | - |
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. | 7 years |
Adam C. Shatek | M | - |
University of Iowa
| 5 years |
Ross Aaron Neuman | M | - |
University of Iowa
| 4 years |
Steven Wu | M | - |
University of Iowa
| 3 years |
Bill Conrad | M | 38 |
University of Iowa
| 4 years |
Ka Ho Lau | M | 46 |
University of Iowa
| 2 years |
Joun-Ho Lee | M | - |
University of Iowa
| - |
Roberto Zanco | M | - |
University of Iowa
| 1 years |
Qiuli Chen | F | 33 |
University of Iowa
| 4 years |
Lok Yi Chau | F | 44 |
University of Iowa
| 2 years |
Erica N Lester | F | - |
University of Iowa
| 4 years |
Wolfgang Neuner | M | - |
University of Iowa
| 1 years |
Lin Bong Tam | M | 46 |
University of Iowa
| 2 years |
Matt Halverson | M | - |
University of Iowa
| 4 years |
Stefan Jensen | M | - |
University of Iowa
| 4 years |
Eric Welter | M | - |
University of Iowa
| 4 years |
Jordan Prohaska | M | - |
University of Iowa
| 4 years |
Jerry N. Ellis | M | 86 |
University of Iowa
| 5 years |
William Gates | M | - |
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. | 1 years |
Wai Han Tsang | F | 56 |
University of Iowa
| 4 years |
Lynn Koos | F | - |
University of Iowa
| 4 years |
Katelyn Fritcher | F | - |
University of Iowa
| 4 years |
Kai Zeng | M | 44 |
University of Iowa
| 3 years |
Dean Tsopanides | M | - |
University of Iowa
| 4 years |
Alexander Motola | M | - |
University of Iowa
| 4 years |
Ola Jewusiak | F | - |
University of Iowa
| 4 years |
Alex Kopelyan | M | - |
University of Iowa
| 4 years |
Ryan Paulsen | M | - |
University of Iowa
| 4 years |
Bi Ming Wu | M | - |
University of Iowa
| 4 years |
Taylor Wingert | F | - |
University of Iowa
| 3 years |
Kolton Mente | M | - |
University of Iowa
| 4 years |
Dae Sung Lee | M | 53 |
University of Iowa
| 2 years |
Sumit Mundhra | M | - |
University of Iowa
| 2 years |
Joel Harris | M | - |
University of Iowa
| 4 years |
Yi Wei Jiang | F | - |
University of Iowa
| 4 years |
Mike Weaver | M | - |
University of Iowa
| 4 years |
Rui Bai | F | - |
University of Iowa
| 3 years |
Kellie Marie Masters | F | - |
University of Iowa
| 1 years |
Taylor Brown | M | - |
University of Iowa
| 4 years |
Adam Kimura | M | - |
University of Iowa
| 4 years |
Andrew Sissel | M | - |
University of Iowa
| 3 years |
Jodi Cerretani | F | - |
University of Iowa
| 4 years |
Will Suess | M | - |
University of Iowa
| 3 years |
Rijo Oommen | M | - |
University of Iowa
| 2 years |
Amanda Mahoski | F | - |
University of Iowa
| 4 years |
Sayer P. Martin | M | 43 |
University of Iowa
| 2 years |
Dennis A. Gastineau | M | - |
University of Iowa
| 12 years |
Tom R. Dillon | M | - |
University of Iowa
| 2 years |
Christopher Nelms | M | - |
University of Iowa
| 2 years |
Eric Thiessen | M | - |
University of Iowa
| 3 years |
Andrew W. O'Hara | M | - |
University of Iowa
| 4 years |
Hayes Shaw Olofson | M | - |
University of Iowa
| 4 years |
Zachary A. Olson | M | - |
University of Iowa
| 4 years |
Karl F. Reichenberger | M | - |
University of Iowa
| 3 years |
Sarah E. Rogers | F | - |
University of Iowa
| 4 years |
Scott Knight | M | - |
University of Iowa
| 3 years |
Merritt O. Graves | M | - |
University of Iowa
| 4 years |
Jason van Zant | M | - |
University of Iowa
| 4 years |
Brian K. McMillen | M | - |
University of Iowa
| 4 years |
Jeffrey A. Scudder | M | - |
University of Iowa
| 3 years |
Peter Donnelly | M | - |
University of Iowa
| 3 years |
Huntley Ian Family | M | - |
University of Iowa
| 4 years |
Patrick J. Cebrzynski | M | - |
University of Iowa
| 4 years |
Katie M. Pagel | F | - |
University of Iowa
| 3 years |
Jiazhu Zhang | M | - |
University of Iowa
| 2 years |
Maria Freund | F | - |
University of Iowa
| 2 years |
Brody Dass | M | - |
University of Iowa
| 2 years |
Melanie Creagan Dreher | M | - |
University of Iowa
| 9 years |
Luke Christianson | M | - |
University of Iowa
| 4 years |
Guohua Xia | M | - |
University of Iowa
| 2 years |
Paul Szigetvari | M | - |
University of Iowa
| 4 years |
Brian Andrew Early | M | - |
University of Iowa
| 4 years |
Jonathan Lightner | M | - |
University of Iowa
| 2 years |
Chris Freitag | M | - |
University of Iowa
| 5 years |
Kaila Krum | F | - |
University of Iowa
| 4 years |
Ashley Hoffman | F | - |
University of Iowa
| 5 years |
Sridip Mukhopadhyaya | M | - |
University of Iowa
| 2 years |
Mathew Paul Sawin | M | - |
University of Iowa
| 4 years |
Julie Zare | F | - |
University of Iowa
| 4 years |
Andrew Stumbo | M | - |
University of Iowa
| 4 years |
Genevieve Walkden | F | - |
University of Iowa
| 1 years |
Katherine Doll | M | - |
University of Iowa
| 3 years |
Andrew Charles Webber | M | - |
University of Iowa
| 4 years |
Nick Clare | M | - |
University of Iowa
| 4 years |
Billie Mccormick | F | - |
University of Iowa
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Ren Epperly
- Personal Network