Legacy Advisors LLC
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Legacy Advisors LLC Employees
Employee
Years
Job
Industry
Brett Stacey Brett Stacey's Legacy Advisors LLC Experience January 2007 - Present
Job Business Development Officer at Wells Fargo & Co.
Industry Banking
Experience
Wells Fargo & Co. April 2012 - Present
Legacy Advisors, LLC January 2007 - Present
Triumph Savings Bank October 2010 - April 2012
Wells Fargo January 2005 - January 2007
Wells Fargo Financial May 2003 - December 2005
Skills
Series 7, Series 63, Series 79, Commercial Lending, Loans, Banking, Mortgage Lending, Credit Analysis, Credit, Portfolio Management, Financial Analysis, Corporate Finance, Credit Risk, Risk Management, Securities, Mutual Funds, Strategic Financial..., Investments, Wealth Management, Financial Modeling, Financial Services, Equities, Mergers, Financial Risk, Valuation, Mergers & Acquisitions, Finance, Venture Capital, FINRA, Underwriting
Education
Golden Gate University 2004 — 2008
Masters Degree, Accounting
University of the Pacific - Eberhardt School of Business 1999 — 2003
Bachelors Degree, Finance
Wells Fargo & Co. April 2012 - Present
Legacy Advisors, LLC January 2007 - Present
Triumph Savings Bank October 2010 - April 2012
Wells Fargo January 2005 - January 2007
Wells Fargo Financial May 2003 - December 2005
Skills
Series 7, Series 63, Series 79, Commercial Lending, Loans, Banking, Mortgage Lending, Credit Analysis, Credit, Portfolio Management, Financial Analysis, Corporate Finance, Credit Risk, Risk Management, Securities, Mutual Funds, Strategic Financial..., Investments, Wealth Management, Financial Modeling, Financial Services, Equities, Mergers, Financial Risk, Valuation, Mergers & Acquisitions, Finance, Venture Capital, FINRA, Underwriting
Education
Golden Gate University 2004 — 2008
Masters Degree, Accounting
University of the Pacific - Eberhardt School of Business 1999 — 2003
Bachelors Degree, Finance
Graten Little, Jr. Graten Little, Jr.'s Legacy Advisors LLC Experience December 2009 - August 2010
Job Real Estate Sales consultant at Dwellings Unlimited
Industry Real Estate
Experience
Dwellings Unlimited January 2013 - Present
Strategic Alliance Business Partners, LLC January 2011 - January 2013
Capital Access, Inc. December 2010 - December 2011
Legacy Advisors, LLC December 2009 - August 2010
SDE Business Partnering 2006 - 2008
Crosswinds Communities 1998 - 2004
Real Estate One 1998 - 1999
Downtown Detroit Partnership 1996 - 1998
Skills
Cisco Wireless, Cisco Switches, Real Estate, Residential Homes, Networking, Contract Negotiation, Negotiation, Project Management, Contract Management, Nonprofits, Sales, Construction, Project Planning, Leadership, Cisco Nexus, Strategy, Microsoft Office, Strategic Planning, Community Outreach, Team Building, Business Development, Real Estate Development
Education
Wayne State University 2013 — 2016
MUP, City/Urban, Community and Regional Planning
Dillard University 1987 — 1991
Bachelor of Arts (B.A.), City/Urban, Community and Regional Planning
Dwellings Unlimited January 2013 - Present
Strategic Alliance Business Partners, LLC January 2011 - January 2013
Capital Access, Inc. December 2010 - December 2011
Legacy Advisors, LLC December 2009 - August 2010
SDE Business Partnering 2006 - 2008
Crosswinds Communities 1998 - 2004
Real Estate One 1998 - 1999
Downtown Detroit Partnership 1996 - 1998
Skills
Cisco Wireless, Cisco Switches, Real Estate, Residential Homes, Networking, Contract Negotiation, Negotiation, Project Management, Contract Management, Nonprofits, Sales, Construction, Project Planning, Leadership, Cisco Nexus, Strategy, Microsoft Office, Strategic Planning, Community Outreach, Team Building, Business Development, Real Estate Development
Education
Wayne State University 2013 — 2016
MUP, City/Urban, Community and Regional Planning
Dillard University 1987 — 1991
Bachelor of Arts (B.A.), City/Urban, Community and Regional Planning
Alexandra Strain Alexandra Strain's Legacy Advisors LLC Experience 2001 - 2003
Job Experienced Administrative Assistant
Industry Newspapers
Experience
ATA July 2011 - Present
Randstad USA May 2009 - July 2011
Bank of America June 2006 - March 2009
Several Positions February 2005 - June 2006
AOL November 2003 - February 2005
Legacy Advisors, LLC 2001 - 2003
Skills
Microsoft Works, PowerPoint, Administrative..., Access, Customer Service, Microsoft Office, Adobe Acrobat, Budgets, Event Planning, Management, Social Media, Administrative..., Editing, Marketing, Training, Microsoft Excel
Education
Copenhagen International School
Northern Virginia Community College
In progress
ATA July 2011 - Present
Randstad USA May 2009 - July 2011
Bank of America June 2006 - March 2009
Several Positions February 2005 - June 2006
AOL November 2003 - February 2005
Legacy Advisors, LLC 2001 - 2003
Skills
Microsoft Works, PowerPoint, Administrative..., Access, Customer Service, Microsoft Office, Adobe Acrobat, Budgets, Event Planning, Management, Social Media, Administrative..., Editing, Marketing, Training, Microsoft Excel
Education
Copenhagen International School
Northern Virginia Community College
In progress
Alayna Weiss's Legacy Advisors LLC Experience January 2009 - January 2010
Job Financial Aid Analyst – Refund Team at American Career College
Industry Financial Services
Experience
American Career College August 2015 - Present
Smile Brands Inc. October 2012 - August 2015
Starbucks Coffee Company January 2011 - October 2012
Island's Fine Burgers and Drinks February 2010 - April 2011
Legacy Advisors, LLC January 2009 - January 2010
Lifetouch National School Studios June 2006 - September 2008
Elk Grove Unified School District June 2006 - August 2006
Skills
Customer Service, Sales, Call Center, Filing, Human Resources, Barista Training, Coffee, Time Management, Inventory Management, Microsoft Office, PowerPoint, Facebook, Microsoft Word, Microsoft Excel, Social Networking, Teamwork, Team Leadership, Social Media, Data Analysis, Data Entry, Customer Experience, Telephone Skills, Outlook, Cashiering, Training, Critical Thinking, Retail, Restaurants, Leadership, Team Building, Project Management, Customer Satisfaction
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Franklin High School 2003 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
American Career College August 2015 - Present
Smile Brands Inc. October 2012 - August 2015
Starbucks Coffee Company January 2011 - October 2012
Island's Fine Burgers and Drinks February 2010 - April 2011
Legacy Advisors, LLC January 2009 - January 2010
Lifetouch National School Studios June 2006 - September 2008
Elk Grove Unified School District June 2006 - August 2006
Skills
Customer Service, Sales, Call Center, Filing, Human Resources, Barista Training, Coffee, Time Management, Inventory Management, Microsoft Office, PowerPoint, Facebook, Microsoft Word, Microsoft Excel, Social Networking, Teamwork, Team Leadership, Social Media, Data Analysis, Data Entry, Customer Experience, Telephone Skills, Outlook, Cashiering, Training, Critical Thinking, Retail, Restaurants, Leadership, Team Building, Project Management, Customer Satisfaction
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Franklin High School 2003 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
Nicholas Frost, CFA's Legacy Advisors LLC Experience August 2004 - March 2006
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Entity Capital LLC January 2013 - Present
Morgan Stanley February 2007 - December 2009
Morgan Stanley April 2006 - January 2007
Legacy Advisors LLC August 2004 - March 2006
Raymond James Financial Inc. June 2003 - August 2003
Skills
Chartered Financial..., Financial Institutions, Fixed Income Analysis, Credit Analysis, Capital Markets, Capital Structure, Subordinated Debt, Preferred Stock, Financial Modeling, Wealth Management, Credit Trading, Entrepreneurship, Real Estate Investor, Finance
Education
Stetson University 2000 — 2004
Bachelor's degree, Physics
Morgan Stanley January 2010 - Present
Entity Capital LLC January 2013 - Present
Morgan Stanley February 2007 - December 2009
Morgan Stanley April 2006 - January 2007
Legacy Advisors LLC August 2004 - March 2006
Raymond James Financial Inc. June 2003 - August 2003
Skills
Chartered Financial..., Financial Institutions, Fixed Income Analysis, Credit Analysis, Capital Markets, Capital Structure, Subordinated Debt, Preferred Stock, Financial Modeling, Wealth Management, Credit Trading, Entrepreneurship, Real Estate Investor, Finance
Education
Stetson University 2000 — 2004
Bachelor's degree, Physics
Janine M. Klein's Legacy Advisors LLC Experience August 2005 - Present
Job Product & Underwriting Analyst at Legacy Advisors LLC
Industry Insurance
Experience
Legacy Advisors LLC August 2005 - Present
CIGNA 2004 - 2005
Aetna December 2000 - June 2004
Skills
Insurance, Underwriting, Health Insurance, Disability Insurance, Life Insurance, Brokers, General Insurance, Alternative Investments, Claim, Financial Risk, Investments, Portfolio Management, Sales, Series 63, Strategic Financial..., Wealth Management, Financial Planning
Education
Penn State University 1994 — 1998
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Penn State University
Legacy Advisors LLC August 2005 - Present
CIGNA 2004 - 2005
Aetna December 2000 - June 2004
Skills
Insurance, Underwriting, Health Insurance, Disability Insurance, Life Insurance, Brokers, General Insurance, Alternative Investments, Claim, Financial Risk, Investments, Portfolio Management, Sales, Series 63, Strategic Financial..., Wealth Management, Financial Planning
Education
Penn State University 1994 — 1998
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Penn State University
Brienne Grimaldi's Legacy Advisors LLC Experience June 2010 - Present
Job Marketing Coordinator at Legacy Advisors LLC
Industry Financial Services
Experience
Legacy Advisors LLC June 2010 - Present
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General
Legacy Advisors LLC June 2010 - Present
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General
Tony DiBrino, CFP®'s Legacy Advisors LLC Experience January 2008 - February 2011
Job Vice President at North Coast Asset Management
Industry Investment Management
Experience
NorthCoast Asset Management March 2013 - Present
Fidelity Investments February 2011 - March 2013
Legacy Advisors, LLC January 2008 - February 2011
The Addis Group April 2007 - September 2007
Skills
Wealth Management, Insurance, Estate Planning, Investments, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Financial Planners, Portfolio Management, Relationship Management, Retirement Planning, Financial Advisory, Financial Services, Sales, Microsoft Excel, Outlook, Investment Management, Strategic Financial..., Series 63, Series 65, Investment Strategies, Securities, Asset Management, Financial Planning
Education
La Salle University 2004 — 2008
BS, Finance/Risk Management
CB West
NorthCoast Asset Management March 2013 - Present
Fidelity Investments February 2011 - March 2013
Legacy Advisors, LLC January 2008 - February 2011
The Addis Group April 2007 - September 2007
Skills
Wealth Management, Insurance, Estate Planning, Investments, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Financial Planners, Portfolio Management, Relationship Management, Retirement Planning, Financial Advisory, Financial Services, Sales, Microsoft Excel, Outlook, Investment Management, Strategic Financial..., Series 63, Series 65, Investment Strategies, Securities, Asset Management, Financial Planning
Education
La Salle University 2004 — 2008
BS, Finance/Risk Management
CB West
Richard Holt, CFA's Legacy Advisors LLC Experience December 2005 - Present
Job Chief Investment Strategist at Legacy Advisors LLC
Industry Financial Services
Experience
Legacy Advisors LLC December 2005 - Present
1838 Investment Advisors 2003 - 2005
McHugh Associates 1996 - 2003
Fred Alger Management 1995 - 1996
Pitcairn Trust Company 1992 - 1995
Wheat First Butcher & Singer 1990 - 1992
Prudential Bache Securities 1986 - 1990
Wheat First Securities 1981 - 1986
Skills
Investments, Mutual Funds, Equities, Wealth Management, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Alternative Investments, Asset Allocation
Education
University of Richmond - Robins School of Business 1976 — 1980
BS, Economics, Finance and Accounting
The CFA Institute
CFA Designation
Legacy Advisors LLC December 2005 - Present
1838 Investment Advisors 2003 - 2005
McHugh Associates 1996 - 2003
Fred Alger Management 1995 - 1996
Pitcairn Trust Company 1992 - 1995
Wheat First Butcher & Singer 1990 - 1992
Prudential Bache Securities 1986 - 1990
Wheat First Securities 1981 - 1986
Skills
Investments, Mutual Funds, Equities, Wealth Management, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Alternative Investments, Asset Allocation
Education
University of Richmond - Robins School of Business 1976 — 1980
BS, Economics, Finance and Accounting
The CFA Institute
CFA Designation
John Steigerwald, CFP®'s Legacy Advisors LLC Experience May 2012 - Present
Job Client Advisor at Legacy Advisors, LLC
Industry Financial Services
Experience
Legacy Advisors, LLC May 2012 - Present
Sage Financial Group November 2009 - May 2012
Sage Financial Group June 2007 - November 2009
JP Morgan Private Bank August 2001 - June 2007
Skills
Portfolio Management, Financial Analysis, Financial Planning, Risk Management, Asset Allocation, Investments, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Estate Planning, Asset Management, ETFs, Fixed Income, Investment Management, Finance, Equities, Financial Advisory, Mutual Funds, Wealth, Investment Advisory, Wealth Management...
Education
Susquehanna University 1996 — 2000
BS, Business Economics
Legacy Advisors, LLC May 2012 - Present
Sage Financial Group November 2009 - May 2012
Sage Financial Group June 2007 - November 2009
JP Morgan Private Bank August 2001 - June 2007
Skills
Portfolio Management, Financial Analysis, Financial Planning, Risk Management, Asset Allocation, Investments, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Estate Planning, Asset Management, ETFs, Fixed Income, Investment Management, Finance, Equities, Financial Advisory, Mutual Funds, Wealth, Investment Advisory, Wealth Management...
Education
Susquehanna University 1996 — 2000
BS, Business Economics
Sandy Pappalardo's Legacy Advisors LLC Experience January 2001 - January 2003
Job Vice President Branch Supervision CUSO Financial Services, LP and Sorrento Pacific Financial, LLC
Industry Financial Services
Experience
CUSO Financial Services, LP and Sorrento Pacific Financial, LLC July 2015 - Present
Puplava Securities, Inc./Puplava Financial Services, Inc. July 2013 - July 2015
CUSO Financial Services February 2013 - May 2013
Core Compliance & Legal Services May 2012 - February 2013
Puplava Financial Services, Inc./Puplava Securities, Inc. January 2007 - May 2012
ACA Compliance Group January 2003 - December 2006
Legacy Advisors, LLC January 2001 - January 2003
First Allied Securities, Inc January 2000 - January 2001
Puplava Financial Services, Inc./Puplava Securities, Inc. January 1992 - January 2000
Skills
Compliance, Supervisory Skills, Administration, Scheduling, Payroll Processing, Insurance, Series 7, Licensing, Securities, SEC reporting, Executive Management, Risk Management, Due Diligence, SEC, Hedge Funds, FINRA, Financial Services, Investment Advisory
Education
University of New Hampshire - Whittemore School of Business and Economics
BA, Economics
CUSO Financial Services, LP and Sorrento Pacific Financial, LLC July 2015 - Present
Puplava Securities, Inc./Puplava Financial Services, Inc. July 2013 - July 2015
CUSO Financial Services February 2013 - May 2013
Core Compliance & Legal Services May 2012 - February 2013
Puplava Financial Services, Inc./Puplava Securities, Inc. January 2007 - May 2012
ACA Compliance Group January 2003 - December 2006
Legacy Advisors, LLC January 2001 - January 2003
First Allied Securities, Inc January 2000 - January 2001
Puplava Financial Services, Inc./Puplava Securities, Inc. January 1992 - January 2000
Skills
Compliance, Supervisory Skills, Administration, Scheduling, Payroll Processing, Insurance, Series 7, Licensing, Securities, SEC reporting, Executive Management, Risk Management, Due Diligence, SEC, Hedge Funds, FINRA, Financial Services, Investment Advisory
Education
University of New Hampshire - Whittemore School of Business and Economics
BA, Economics
Jason Myhran's Legacy Advisors LLC Experience June 2007 - December 2010
Job Director of Operations at Guardian Resources
Industry Insurance
Experience
Guardian Resources January 2011 - Present
Legacy Advisors, LLC June 2007 - December 2010
AmRes Mortgage May 2008 - March 2010
Prism Mortgage, Inc. January 2005 - May 2008
Education
University of Minnesota-Twin Cities 1991 — 1997
Blaine High School 1989 — 1991
High School
Guardian Resources January 2011 - Present
Legacy Advisors, LLC June 2007 - December 2010
AmRes Mortgage May 2008 - March 2010
Prism Mortgage, Inc. January 2005 - May 2008
Education
University of Minnesota-Twin Cities 1991 — 1997
Blaine High School 1989 — 1991
High School