Legacy Advisors
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Legacy Advisors Employees
Employee
Years
Job
Industry
Henry A. Swan, ChFC, CLU Henry A. Swan, ChFC, CLU's Legacy Advisors Experience January 2009 - Present
Job Partner in Business Strategies Group of Illinois, a division of AXA Advisors, LLC.
Industry Financial Services
Experience
Legacy Advisors January 2009 - Present
AXA Advisors,LLC February 2001 - January 2009
United States Army Reserve 1974 - June 1977
Andrew Heard & Associates, Architects 1972 - 1976
Illinois National Guard 1969 - 1974
Skills
Retirement Planning, Insurance strategies, Business Succession..., Executive Benefits..., Estate Planning, Annuity Services, Pension Distribution...
Education
Chicago State University 1965 — 1967
Tilden Technical High School 1962 — 1965
Legacy Advisors January 2009 - Present
AXA Advisors,LLC February 2001 - January 2009
United States Army Reserve 1974 - June 1977
Andrew Heard & Associates, Architects 1972 - 1976
Illinois National Guard 1969 - 1974
Skills
Retirement Planning, Insurance strategies, Business Succession..., Executive Benefits..., Estate Planning, Annuity Services, Pension Distribution...
Education
Chicago State University 1965 — 1967
Tilden Technical High School 1962 — 1965
Steve Erfle, CFP®, CDFA™'s Legacy Advisors Experience March 2008 - September 2011
Job Thrive Wealth Management, LLC | We Do More Than Manage Your Money | Helping Individuals Financially Survive Divorce
Industry Financial Services
Experience
Thrive Wealth Management, LLC October 2013 - Present
United Capital Financial Advisers, LLC September 2011 - October 2013
Legacy Advisors March 2008 - September 2011
SEI July 2004 - March 2008
Ursinus College October 2004 - April 2007
Skills
Real Financial Planning, Golf, Basketball, Estate Planning, Risk Management, Investment Management, Insurance, Business Development, Leadership, Asset Allocation, Management
Education
Saint Joseph's University 2004 — 2007
MBA, Business
Ursinus College 1999 — 2003
BA, Economics
LaSalle College High School 1995 — 1999
St. Rose of Lima 1989 — 1990
Thrive Wealth Management, LLC October 2013 - Present
United Capital Financial Advisers, LLC September 2011 - October 2013
Legacy Advisors March 2008 - September 2011
SEI July 2004 - March 2008
Ursinus College October 2004 - April 2007
Skills
Real Financial Planning, Golf, Basketball, Estate Planning, Risk Management, Investment Management, Insurance, Business Development, Leadership, Asset Allocation, Management
Education
Saint Joseph's University 2004 — 2007
MBA, Business
Ursinus College 1999 — 2003
BA, Economics
LaSalle College High School 1995 — 1999
St. Rose of Lima 1989 — 1990
John Krol John Krol's Legacy Advisors Experience January 1995 - Present
Job Senior Client Advisor at Legacy Advisors
Industry Financial Services
Experience
Legacy Advisors January 1995 - Present
NHS Human Services November 2010 - Present
Educating Communities for Parenting January 2009 - Present
Father Judge High School September 2003 - Present
Drexelbrook Controls Inc. June 1975 - December 1994
Education
Drexel University
Masters of Business Administration, Finance
LaSalle University 1975 — 1977
Bachelor of Science, Accounting and Management
Legacy Advisors January 1995 - Present
NHS Human Services November 2010 - Present
Educating Communities for Parenting January 2009 - Present
Father Judge High School September 2003 - Present
Drexelbrook Controls Inc. June 1975 - December 1994
Education
Drexel University
Masters of Business Administration, Finance
LaSalle University 1975 — 1977
Bachelor of Science, Accounting and Management
Asher Daniels Asher Daniels's Legacy Advisors Experience 2010 - 2012
Job AIPAC Fellow
Industry Political Organization
Experience
AIPAC June 2014 - Present
Northwestern Mutual January 2014 - June 2014
Indiana University Sport Marketing Alliance May 2011 - May 2012
IU Student Television 2010 - 2012
Legacy Advisors 2010 - 2012
MLB Network May 2011 - August 2011
Brookstone, Inc. May 2010 - August 2010
Repucom, USA November 2008 - March 2009
Skills
Arabic, Modern Hebrew, Languages, Leadership, Public Speaking, Cultural Education, Cultural Awareness, Cultural Diplomacy, Religion, Conflict Resolution, Interviews, Writing, Networking, Marketing, Facebook, Twitter, PowerPoint, Word, Excel, Blogging, Sports, Sports Management, Social Media, Critical Thinking
Education
Indiana University 2009 — 2013
B.S. Sports Communication/Broadcasting, B.A. Near Eastern Languages and Cultures/Arabic
The Hebrew University 2012 — 2013
Study Abroad
AIPAC June 2014 - Present
Northwestern Mutual January 2014 - June 2014
Indiana University Sport Marketing Alliance May 2011 - May 2012
IU Student Television 2010 - 2012
Legacy Advisors 2010 - 2012
MLB Network May 2011 - August 2011
Brookstone, Inc. May 2010 - August 2010
Repucom, USA November 2008 - March 2009
Skills
Arabic, Modern Hebrew, Languages, Leadership, Public Speaking, Cultural Education, Cultural Awareness, Cultural Diplomacy, Religion, Conflict Resolution, Interviews, Writing, Networking, Marketing, Facebook, Twitter, PowerPoint, Word, Excel, Blogging, Sports, Sports Management, Social Media, Critical Thinking
Education
Indiana University 2009 — 2013
B.S. Sports Communication/Broadcasting, B.A. Near Eastern Languages and Cultures/Arabic
The Hebrew University 2012 — 2013
Study Abroad
Charles Kerrigan Charles Kerrigan's Legacy Advisors Experience November 2010 - April 2013
Job Financial Services
Industry Financial Services
Experience
First Cornerstone Bank April 2013 - Present
Legacy Advisors November 2010 - April 2013
Wells Fargo Private Bank November 2008 - November 2010
Allied Irish Banks 1996 - 2004
Archdiocese of Philadelphia 1992 - 1996
Jefferson Bank 1984 - 1992
Skills
Strategic Financial..., Financial Services, Wealth Management, Investments, Credit, Insurance, Asset Managment, Asset Management, Management, Loans, Investment Management, Portfolio Management, Small Business, Financial Advisory, Finance, Financial Analysis, Financial Planning, Strategic Planning
Education
Temple University - Fox School of Business and Management 1975 — 1977
MBA, Finance
First Cornerstone Bank April 2013 - Present
Legacy Advisors November 2010 - April 2013
Wells Fargo Private Bank November 2008 - November 2010
Allied Irish Banks 1996 - 2004
Archdiocese of Philadelphia 1992 - 1996
Jefferson Bank 1984 - 1992
Skills
Strategic Financial..., Financial Services, Wealth Management, Investments, Credit, Insurance, Asset Managment, Asset Management, Management, Loans, Investment Management, Portfolio Management, Small Business, Financial Advisory, Finance, Financial Analysis, Financial Planning, Strategic Planning
Education
Temple University - Fox School of Business and Management 1975 — 1977
MBA, Finance
Lori McKiernan Lori McKiernan's Legacy Advisors Experience November 2007 - Present
Job Client Coordinator at Legacy Advisors
Industry Financial Services
Experience
Legacy Advisors November 2007 - Present
Legacy Advisors December 1996 - December 2000
Manulife Financial August 1994 - December 1996
American General Life Companies September 1992 - August 1994
Skills
Insurance, New Business Development, Management
Education
Penn State University 1988 — 1992
BS, Economics
Legacy Advisors November 2007 - Present
Legacy Advisors December 1996 - December 2000
Manulife Financial August 1994 - December 1996
American General Life Companies September 1992 - August 1994
Skills
Insurance, New Business Development, Management
Education
Penn State University 1988 — 1992
BS, Economics
Jennifer Proper Jennifer Proper's Legacy Advisors Experience May 2012 - July 2015
Job Wealth Planner VP, Wells Fargo Wealth Management
Industry Financial Services
Experience
Legacy Advisors May 2012 - July 2015
The Ayco Company, L.P. March 1999 - February 2005
Skills
Securities, Mergers & Acquisitions, Legal Research, Due Diligence, Estate Planning, Investments, Trusts, Tax, Legal Writing, Tax Advisory, Estate Tax Planning, Tax Law, Strategic Financial..., Corporate Law, Business Formation, Wealth Management, High Net Worth..., Corporate Governance, Bankruptcy
Education
Albany Law School of Union University 1996 — 1999
JD, Legal
State University of New York at Binghamton 1992 — 1995
Bachelor of Arts (B.A.), History/Political Science
Legacy Advisors May 2012 - July 2015
The Ayco Company, L.P. March 1999 - February 2005
Skills
Securities, Mergers & Acquisitions, Legal Research, Due Diligence, Estate Planning, Investments, Trusts, Tax, Legal Writing, Tax Advisory, Estate Tax Planning, Tax Law, Strategic Financial..., Corporate Law, Business Formation, Wealth Management, High Net Worth..., Corporate Governance, Bankruptcy
Education
Albany Law School of Union University 1996 — 1999
JD, Legal
State University of New York at Binghamton 1992 — 1995
Bachelor of Arts (B.A.), History/Political Science
Mark Hasenauer Mark Hasenauer's Legacy Advisors Experience April 2003 - September 2006
Job High Net Worth Planner at TD Private Client Wealth
Industry Financial Services
Experience
TD Wealth Management September 2015 - Present
PNC Wealth Management January 2012 - September 2015
Citi Private Bank August 2010 - February 2012
Wachovia, A Wells Fargo Company September 2006 - August 2010
Legacy Advisors April 2003 - September 2006
Montgomery, McCracken, Walker & Rhoads, LLP January 2000 - April 2003
Mattioni, Ltd January 1997 - January 2000
Skills
Portfolio Management, Estate Planning, High Net Worth..., Wealth Management, Strategic Financial..., Banking, Risk Management, Investments, Retirement Planning, Wealth Management..., Asset Management, Mutual Funds, Investment Advisory
Education
Villanova University School of Law
LLM (Taxation), Taxation
Widener University School of Law
JD
Rutgers University
BS, Accounting
TD Wealth Management September 2015 - Present
PNC Wealth Management January 2012 - September 2015
Citi Private Bank August 2010 - February 2012
Wachovia, A Wells Fargo Company September 2006 - August 2010
Legacy Advisors April 2003 - September 2006
Montgomery, McCracken, Walker & Rhoads, LLP January 2000 - April 2003
Mattioni, Ltd January 1997 - January 2000
Skills
Portfolio Management, Estate Planning, High Net Worth..., Wealth Management, Strategic Financial..., Banking, Risk Management, Investments, Retirement Planning, Wealth Management..., Asset Management, Mutual Funds, Investment Advisory
Education
Villanova University School of Law
LLM (Taxation), Taxation
Widener University School of Law
JD
Rutgers University
BS, Accounting
Dan Cooper Dan Cooper's Legacy Advisors Experience May 2009 - April 2012
Job Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP April 2012 - Present
Legacy Advisors May 2009 - April 2012
Klehr, Harrison, Harvey & Branzburg October 2006 - January 2009
Gannett - Wilmington News Journal 2005 - 2006
Skills
Estate Planning, Portfolio Management, Trusts, Investments, Mergers & Acquisitions, Due Diligence, Private Equity, Tax Law, Tax, Corporate Law, Real Estate Transactions, Wealth, Income Tax, Tax Advisory, Wealth Management, Real Estate, Estate Tax Planning, Asset Management, Securities, Corporate Governance, Financial Planners, Valuation, Financial Advisory, Investment Advisory, Joint Ventures, Finance, Financial Structuring, Strategic Financial..., Alternative Investments, Mutual Funds, Investment Management, Investment Banking, Hedge Funds, Estate Law, Securities Regulation, High Net Worth..., Structured Finance, Wealth Management..., Restructuring, Venture Capital, Series 7, Capital Markets, Private Placements, Corporate Finance, IPO, Fiduciary, Project Finance, Acquisitions, Equities, Cross-border...
Education
New York University School of Law 2005 — 2006
LL.M., Taxation
University of Virginia School of Law 2002 — 2005
JD, Law
University of Virginia 1997 — 2000
BA, English with a concentration in American Studies
Germantown Academy 1990 — 1996
Diploma
Wesleyan University
Morgan, Lewis & Bockius LLP April 2012 - Present
Legacy Advisors May 2009 - April 2012
Klehr, Harrison, Harvey & Branzburg October 2006 - January 2009
Gannett - Wilmington News Journal 2005 - 2006
Skills
Estate Planning, Portfolio Management, Trusts, Investments, Mergers & Acquisitions, Due Diligence, Private Equity, Tax Law, Tax, Corporate Law, Real Estate Transactions, Wealth, Income Tax, Tax Advisory, Wealth Management, Real Estate, Estate Tax Planning, Asset Management, Securities, Corporate Governance, Financial Planners, Valuation, Financial Advisory, Investment Advisory, Joint Ventures, Finance, Financial Structuring, Strategic Financial..., Alternative Investments, Mutual Funds, Investment Management, Investment Banking, Hedge Funds, Estate Law, Securities Regulation, High Net Worth..., Structured Finance, Wealth Management..., Restructuring, Venture Capital, Series 7, Capital Markets, Private Placements, Corporate Finance, IPO, Fiduciary, Project Finance, Acquisitions, Equities, Cross-border...
Education
New York University School of Law 2005 — 2006
LL.M., Taxation
University of Virginia School of Law 2002 — 2005
JD, Law
University of Virginia 1997 — 2000
BA, English with a concentration in American Studies
Germantown Academy 1990 — 1996
Diploma
Wesleyan University
Josh Levine, CFP®, CAP®'s Legacy Advisors Experience March 2006 - March 2012
Job Founder & CEO Cornerstone Family Office, LLC
Industry Financial Services
Experience
Cornerstone Family Office, LLC January 2013 - Present
Private Family Office March 2012 - January 2013
Legacy Advisors March 2006 - March 2012
CFG 1998 - 2006
Skills
Wealth Administration, Financial Reporting, Ultra High Net Worth, Consolidated Reporting, Wealth Management, Estate Planning, Family Office, Bill Payment, Concierge Services, Data Management, Advisor Coordination, Asset Purchase..., Succession Planning, Asset Protection, Philanthropy, Insurance, Multi-generational..., Family Governance, Wealth, Life Insurance, High Net Worth..., Management, Financial Advisory, Alternative Investments, Private Equity
Education
Gettysburg College 1994 — 1998
Bachelor of Science
The Haverford School 1980 — 1994
Cornerstone Family Office, LLC January 2013 - Present
Private Family Office March 2012 - January 2013
Legacy Advisors March 2006 - March 2012
CFG 1998 - 2006
Skills
Wealth Administration, Financial Reporting, Ultra High Net Worth, Consolidated Reporting, Wealth Management, Estate Planning, Family Office, Bill Payment, Concierge Services, Data Management, Advisor Coordination, Asset Purchase..., Succession Planning, Asset Protection, Philanthropy, Insurance, Multi-generational..., Family Governance, Wealth, Life Insurance, High Net Worth..., Management, Financial Advisory, Alternative Investments, Private Equity
Education
Gettysburg College 1994 — 1998
Bachelor of Science
The Haverford School 1980 — 1994
Philip Wagner, CFA's Legacy Advisors Experience October 2008 - June 2010
Job Experienced Investment Professional
Industry Investment Management
Experience
Davidson Trust Company June 2010 - Present
Legacy Advisors October 2008 - June 2010
SEI 2000 - 2008
SEI 1992 - 2000
Midlantic National Bank 1986 - 1992
Skills
Wealth Management, Asset Management, Research, Sales Presentations, Client Solutions, Institutional Investors, Intermediary..., Due Diligence, Intermediary, Asset Managment, Emerging Markets, Securities, Portfolio Management, Equities
Education
University of Richmond 1982 — 1986
BA, Economics
New Canaan High
Davidson Trust Company June 2010 - Present
Legacy Advisors October 2008 - June 2010
SEI 2000 - 2008
SEI 1992 - 2000
Midlantic National Bank 1986 - 1992
Skills
Wealth Management, Asset Management, Research, Sales Presentations, Client Solutions, Institutional Investors, Intermediary..., Due Diligence, Intermediary, Asset Managment, Emerging Markets, Securities, Portfolio Management, Equities
Education
University of Richmond 1982 — 1986
BA, Economics
New Canaan High
Levi Zeller's Legacy Advisors Experience March 2010 - February 2015
Job Actuarial Associate
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Legacy Advisors March 2010 - February 2015
MassMutual Financial Group July 2006 - February 2010
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2015
Randolph-Macon College 2001 — 2005
Voya Financial March 2015 - Present
Legacy Advisors March 2010 - February 2015
MassMutual Financial Group July 2006 - February 2010
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2015
Randolph-Macon College 2001 — 2005
Mehmet Marc Esen, CIMA's Legacy Advisors Experience 1999 - 2006
Job Senior Investment Officer Montgomery County Employee Retirement Plans
Industry Investment Management
Experience
Montgomery County Employee Retirement Plans April 2006 - Present
Legacy Advisors 1999 - 2006
Merrill Lynch 1995 - 1999
Skills
Portfolio Management, Investments, Alternative Investments, Private Equity, Due Diligence, Asset Allocation, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Strategies
Education
Marymount University 1993 — 1995
MBA
Istanbul University 1990 — 1992
MS, Organization and Management Policy
Montgomery County Employee Retirement Plans April 2006 - Present
Legacy Advisors 1999 - 2006
Merrill Lynch 1995 - 1999
Skills
Portfolio Management, Investments, Alternative Investments, Private Equity, Due Diligence, Asset Allocation, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Strategies
Education
Marymount University 1993 — 1995
MBA
Istanbul University 1990 — 1992
MS, Organization and Management Policy