Career history of Amery Staub
Former positions of Amery Staub
| Companies | Position | Start | End |
|---|---|---|---|
Summit Asset Management LLC
 Summit Asset Management LLC Investment ManagersFinance Summit Asset Management LLC (Summit) is an independeny registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1991 and is owned by John N. Laughlin, Lance W. Hollingsworth, and Peggy K. Adler. Summit provides investment management, financial planning, and special services to individuals, families, trusts, retirement plans for businesses, charitable endowments, and corporations. | Trading-Equity | 2004-12-31 | 2016-08-31 |
| Investment Committee Member | 2004-12-31 | 2016-08-31 | |
| Portfolio Manager-Equities | 2004-12-31 | 2016-08-31 | |
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. | Corporate Officer/Principal | 2004-12-30 | 2004-12-30 |
Training of Amery Staub
| Birmingham-Southern College | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Trading-Equity | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Summit Asset Management LLC
Summit Asset Management LLC Investment ManagersFinance Summit Asset Management LLC (Summit) is an independeny registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1991 and is owned by John N. Laughlin, Lance W. Hollingsworth, and Peggy K. Adler. Summit provides investment management, financial planning, and special services to individuals, families, trusts, retirement plans for businesses, charitable endowments, and corporations. | Finance |
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. | Finance |
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