Legacy Asset Management
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Legacy Asset Management Employees
Rice University March 2013 - Present
Legacy Asset Management September 2011 - Present
Lincoln Financial Advisors October 2005 - September 2011
Skills
Investments, Retirement, Mutual Funds, Strategic Financial..., Financial Planning, 401k, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Asset Management, Finance, Estate Planning, Insurance, Securities, Life Insurance, Long-term Care, Investment Management, Pensions, Risk Management, Financial Planners, High Net Worth..., Financial Advisory, Personal Financial..., Certified Financial..., Wealth Accumulation, Retirement Planning, Certified Divorce..., Fixed Annuities, Variable Annuities, Public Speaking
Education
Rice University 2010 — 2011
CFP Certification
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science, Business Administration
Westwood Holdings Group, Inc. June 2014 - Present
Fidelity Investments October 2012 - December 2013
The Independent Bankers Bank 2008 - 2012
Ronald Blue & Co. 2003 - 2008
Legacy Asset Management 2002 - 2004
AIG 1997 - 1999
Skills
Portfolio Management, Mutual Funds, Process Improvement, Management, Securities, Equities
Education
Prairie View A&M University
Bachelor of Business Administration (BBA), Accounting
Prairie View A&M University
Accounting, Accounting and Business/Management
DOG & PONY January 2012 - Present
Jim Weber Realty, Inc. June 2002 - 2012
Legacy Asset Management June 2002 - 2012
Jim Weber Realty, Inc. January 2006 - June 2007
Institute for Educational Advancement April 2007 - 2007
Grey Group April 2005 - January 2006
GolinHarris April 2004 - May 2004
Ackerman McQueen June 2003 - August 2003
Los Angeles Times September 2001 - December 2001
Mandalay Branded Entertainment May 2001 - August 2001
Skills
Small Business, Marketing Communications, Entertainment, Project Management, Creative Services, Key Art Management, Movie Posters, Creative Strategy, Account Management, Advertising, Superior Client Service
Education
University of Southern California 2000 — 2004
B.A., Philosophy, Cum Laude
University of Southern California 2000 — 2004
B.A., Communication, Cum Laude
Esperanza High School 1996 — 2000
High School Diploma
Legacy Asset Management August 1998 - Present
Post Oak Capital Advisors June 1996 - August 1998
Paine Webber November 1995 - June 1996
Texas Commerce Bank June 1991 - November 1995
Skills
Asset Allocation, Retirement Planning, Investment Selection, Financial Planning, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1991
MBA, Business
Georgetown University 1979 — 1983
B.S.F.S., International Politics
University of Houston 1994 — 1995
CFP™, Certified Financial Planner
Chaminade High School 1975 — 1979
U.S. Capital Advisors February 2011 - Present
Legacy Asset Management June 2009 - August 2009
Ryan June 2005 - July 2008
Skills
Financial Modeling, Equities
Education
Rice University 2008 — 2010
MBA, Finance
The University of Texas at Austin 2001 — 2005
BBA, Finance
J.P. Morgan March 2015 - Present
J.P. Morgan May 2014 - August 2014
Calpine February 2014 - May 2014
Hewlett-Packard June 2013 - August 2013
Legacy Asset Management April 2012 - December 2012
Skills
Microsoft Office, Bloomberg, Morningstar, Financial Modeling, Financial Analysis, Treasury Management, Accounting, Team Leadership, Teamwork, Fundraising, Customer Service, Equity Research, Securities, Valuation
Education
Texas A&M University 2010 — 2014
Bachelor’s Degree, Finance
UBS Investment Bank June 2015 - August 2015
Legacy Asset Management May 2013 - August 2013
Ameriprise Financial Services, Inc. June 2013 - June 2013
Legacy Asset Management May 2012 - August 2012
Three Brothers Bakery May 2012 - June 2012
Skills
Microsoft Excel, Equity Research, Microsoft Office, Market Research, PowerPoint, Microsoft Word, Operating Budgets, Leadership, Public Speaking, Social Media, Financial Analysis, Finance, Financial Modeling, Data Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Energy Finance Track
The Kinkaid School 2005 — 2012
OrthoFi April 2015 - Present
Huron Consulting Group September 2013 - December 2014
Blue Moose Pizza June 2013 - August 2013
J.P. Morgan May 2012 - August 2012
Lacrosse Coaching April 2006 - August 2012
Tell-tale Capital Corp. October 2011 - February 2012
Steve Madden April 2011 - July 2011
Legacy Asset Management July 2010 - August 2010
Telemus Capital May 2010 - June 2010
Skills
PowerPoint, Excel, Word, Microsoft Office, Research, Financial Analysis, Microsoft Excel, Economics, Marketing, Strategy, Finance
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
Economics
The Kinkaid School 1995 — 2009
Ellicott Development Company September 2014 - Present
Pasquales October 2008 - September 2014
Legacy Asset Management January 2013 - March 2013
Hatricks LLC September 2012 - December 2012
Kane Doyle-Jeep December 2006 - May 2007
Skills
Organizational &..., Customer Satisfaction, Interpersonal Skill, Communication Skills, Communication Skills..., Accounting, Business Skills, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Access Database
Education
Medaille College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.75 Overall GPA (2009-2013)
Invesco Ltd. September 2011 - Present
Amegy Bank, N.A. June 2010 - September 2011
Legacy Asset Management August 2009 - August 2010
Van Kampen Investments July 1995 - December 2007
Invesco Aim June 1992 - June 1995
Invesco Aim July 1987 - June 1992
Education
Texas A&M University
B.B.A., Finance
Legacy Asset Management October 2012 - Present
TEAM Retirement January 2011 - October 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Financial Modeling, Portfolio Management, Management, Accounting, New Business Development
Education
Texas Tech University 2003 — 2009
Legacy Asset Management August 1998 - Present
Kaplan Private Investment Group January 1996 - August 1998
Chase Bank - Texas Commerce Bank February 1994 - December 1995
JPMorgan Chase June 1993 - February 1994
Skills
Portfolio Management, Investments, Equity Research, Equities, Asset Management, Securities, Mutual Funds, Investment Management, Asset Allocation, ETFs, Alternative Investments, Bloomberg, Asset Managment, Retirement Planning, Investment Policy, Stock Picking, Wealth Management, Manager Selection, Absolute Return, Tactical Asset...
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1992
MBA, Finance and Investments
University of Alabama 1982 — 1986
BS, Marketing and Finance
Chesapeake Hospitality August 2014 - Present
Legacy Asset Management September 2012 - August 2014
The Procaccianti Group July 2011 - September 2012
Noble Investment Group May 2008 - July 2011
Alliance Hospitality Management LLC 2005 - 2008
Lodgian 2002 - 2005
Flagstone Hospitality LLC January 1998 - January 2002
Skills
CHA, Hotel Management, Hospitality Industry, Banquets, Front Office, Operations Management, Rooms Division, Revenue Analysis, Budgets, Yield Management, Hospitality Management, Hotels, OnQ, Pre-opening, Opening Hotels, Property Management..., Lodging, Micros, Hospitality, Catering, Hotel Booking, Food, Customer Satisfaction, Convention Services, Restaurants, Guest Service Management, Revenue Forecasting, Tourism, Restaurant Management, Meeting Planning, Fine Dining, Menu Development, Hiring, Guest Recovery, Delphi, Trade Shows, Event Management, Opera, Pre-opening experience, Banquet Operations, Team Building, Training, Employee Relations, Employee Training, Rooms Division..., Culinary Skills, Hotel Administration, Problem Management, Recruitment Training, Sales Management
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA)