Charles Jalenak
Mitglied des Investmentausschusses bei Legacy Wealth Management, Inc.
Ursprung des Netzwerks ersten Grades von Charles Jalenak
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
11
| Private Company | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Charles Jalenak
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of Memphis | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Mississippi | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree | |
| Bayer Consumer Care Holdings LLC | Corporate Officer/Principal | ||
| University of Iowa | College/University | Graduate Degree | |
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Investment Managers | Portfolio Manager-Equities | |
Delta Asset Management LLC (Tennessee)
 Delta Asset Management LLC (Tennessee) Investment ManagersFinance Delta Asset Management LLC (Delta) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Myron Mall and Alex Conaway in 1989. They are a subsidiary of WT Acquisition LLC, which is owned by HighTower Holding LLC. Delta provides investment advice to individual persons, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or similar business entities, and state or municipal government entities. | Investment Managers | Investment Committee Member | |
| Christian Brothers University | College/University | Masters Business Admin | |
First Horizon Bank (Memphis, Tennessee)
 First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Regional Banks | Corporate Officer/Principal | |
Preserver Partners LLC
 Preserver Partners LLC Investment ManagersFinance Preserver Partners LLC (Preserver) is an independent alternative investment management firm headquartered in Memphis, Tennessee. The firm was founded by Floyd Tyler in 2009. Preserver manages the assets of public pension plans, endowments, foundations, corporations, and family offices. | Investment Managers | Director of Research - Equity | |
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal | |
| University of North Alabama | College/University | Undergraduate Degree | |
| Seton Hall University | College/University | Masters Business Admin | |
| Freed-Hardeman University | College/University | Corporate Officer/Principal | |
| Arizona State University | College/University | Masters Business Admin | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Community Foundation of Greater Memphis, Inc.
 Community Foundation of Greater Memphis, Inc. Investment Trusts/Mutual FundsMiscellaneous Community Foundation of Greater Memphis, Inc. offers and manages charitable funds and endowments. It simplify charitable giving and tax reporting, structuring and managing personalized grant programs, facilitation unusual or complicated gifts, presenting timely information on community needs and by providing investment products that maximize giving potential. The company was founded in 1969 and is headquartered in Memphis, TN. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Boston College | College/University | Graduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree | |
Herbalife International, Inc.
 Herbalife International, Inc. Pharmaceuticals: OtherHealth Technology Herbalife International, Inc. manufactures and distributes personal health care products. The firm provides weight management products to support weight loss and a healthy lifestyle. The company was founded by Mark Reynolds Hughes in February 1980 and is headquartered in Los Angeles, CA. | Pharmaceuticals: Other | Corporate Officer/Principal | |
| Ithaca College | College/University | Undergraduate Degree | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 26 |
Sektoral
| Consumer Services | 13 |
| Finance | 11 |
| Miscellaneous | 2 |
| Health Technology | 2 |
Operativ
| Corporate Officer/Principal | 12 |
| Undergraduate Degree | 11 |
| Portfolio Manager-Equities | 10 |
| Investment Committee Member | 8 |
| Masters Business Admin | 4 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Jim Isaacs | 5 |
| William Gates | 5 |
| Duncan L. Miller | 4 |
| Rob Sievers | 4 |
| Robert Trimm | 4 |
| Shelly Halford Baker | 4 |
| Bowe Travis | 4 |
| Cathy Ann Simmons | 3 |
| Mick Clowers | 3 |
| Spence Hope | 3 |
| Ren Epperly | 3 |
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