![Jim Holtzman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jim Holtzman
Vorstandsvorsitzender bei
Legend Financial Advisors, Inc.
Profil
Mr. James J.
Holtzman, CPA, is a Chief Executive Officer, President & Wealth Advisor at Legend Financial Advisors, Inc. He has over two decades of experience providing financial advice to retirement-focused clients, medical practices and businesses.
Prior to joining Legend Financial, Mr. Holtzman obtained a wealth of money management experience.
His previous professional experience includes employment with various CPA and Financial Advisory organizations where he provided tax, accounting, auditing and financial consulting services to individuals and businesses.
Mr. Holtzman graduated from LaRoche College with Bachelor of Science degree in Accounting as well as in Administration and Management.
Aktive Positionen von Jim Holtzman
| Unternehmen | Position | Beginn |
|---|---|---|
Legend Financial Advisors, Inc.
 Legend Financial Advisors, Inc. Investment ManagersFinance Legend develops and maintains proprietary portfolios. Portfolio allocations are actively (tactically) managed in the interest of targeting specific levels of risk and/or long-term returns. Investment portfolios are developed to attempt to fit client’s long-term desired return goals and appetite for risk. | Vorstandsvorsitzender | 01.05.2001 |
Ausbildung von Jim Holtzman
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
2
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
La Roche University
 La Roche University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. Investment ManagersFinance Legend develops and maintains proprietary portfolios. Portfolio allocations are actively (tactically) managed in the interest of targeting specific levels of risk and/or long-term returns. Investment portfolios are developed to attempt to fit client’s long-term desired return goals and appetite for risk. | Finance |
