![JoEllen Legg](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>)
JoEllen Legg
Director/Board Member at
REAVES UTILITY INCOME FUND
Net worth: 130 182 $ as of 2026-06-29
Profile
JoEllen L Legg currently serves as Assistant Secretary at WesMark Funds, Stone Harbor Investment Funds, and The James Advantage Funds.
Mr. Legg is Vice President & Assistant General Counsel at ALPS Distributors, Inc., ALPS Series Trust, and ALPS Portfolio Solutions Distributor, Inc. Mr. Legg is Trustee at Reaves Utility Income Fund since 2022 and Independent Trustee at Principal Real Estate Income Fund since 2024.
Former positions include Senior Counsel at Adelphia Communications Corp.
from 2005 to 2007, Secretary at Financial Investors Trust, Associate at Fried, Frank, Harris, Shriver & Jacobson LLP, Principal at Patton Boggs LLP, Counsel at Practus LLP from 2017 to 2019, Assistant Secretary at Virtus Stone Harbor Emerging Markets Income Fund and Virtus Stone Harbor Emerging Markets Total Income Fund, Vice President & Assistant General Counsel at ALPS Fund Services, Inc. from 2007 to 2016, and Secretary at Reaves Utility Income Fund from 2015 to 2016.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2025-12-30 | 3,197 ( 0% ) | 130 182 $ | 2026-06-29 |
JoEllen Legg active positions
| Companies | Position | Start |
|---|---|---|
| REAVES UTILITY INCOME FUND | Director/Board Member | 2021-12-31 |
| PRINCIPAL REAL ESTATE INCOME FUND | Director/Board Member | 2024-02-29 |
Stone Harbor Investment Funds
 Stone Harbor Investment Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | - |
WesMark Funds
 WesMark Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | - |
The James Advantage Funds
 The James Advantage Funds Financial ConglomeratesFinance Umbrella Fund | Corporate Officer/Principal | - |
ALPS Series Trust
 ALPS Series Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | - |
ALPS Portfolio Solutions Distributor, Inc.
 ALPS Portfolio Solutions Distributor, Inc. Investment Banks/BrokersFinance Operates as a securities brokerage firm | Corporate Officer/Principal | - |
ALPS Distributors, Inc.
 ALPS Distributors, Inc. Miscellaneous Commercial ServicesCommercial Services Provides distribution services | Corporate Officer/Principal | - |
Former positions of JoEllen Legg
| Companies | Position | End |
|---|---|---|
Practus LLP
 Practus LLP Internet Software/ServicesTechnology Services Operates as a virtual law firm | General Counsel | 2018-12-31 |
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Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
64
1st degree connections
16
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 16 |
|---|---|
Adelphia Communications Corp.
 Adelphia Communications Corp. Cable/Satellite TVConsumer Services Provides telecommunication services | Consumer Services |
WesMark Funds
WesMark Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Financial Investors Trust
 Financial Investors Trust Investment Trusts/Mutual FundsMiscellaneous Acts as umbrella fund | Miscellaneous |
ALPS Distributors, Inc.
ALPS Distributors, Inc. Miscellaneous Commercial ServicesCommercial Services Provides distribution services | Commercial Services |
Stone Harbor Investment Funds
Stone Harbor Investment Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
ALPS Series Trust
ALPS Series Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Reaves Utility Income Fund
 Reaves Utility Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Stone Harbor Emerging Markets Income Fund
 Virtus Stone Harbor Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Stone Harbor Emerging Markets Total Income Fund
 Virtus Stone Harbor Emerging Markets Total Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Principal Real Estate Income Fund
 Principal Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Fried, Frank, Harris, Shriver & Jacobson LLP
 Fried, Frank, Harris, Shriver & Jacobson LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Patton Boggs LLP
 Patton Boggs LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
The James Advantage Funds
The James Advantage Funds Financial ConglomeratesFinance Umbrella Fund | Finance |
ALPS Fund Services, Inc.
 ALPS Fund Services, Inc. Investment ManagersFinance Provides financial and asset servicing solutions | Finance |
ALPS Portfolio Solutions Distributor, Inc.
ALPS Portfolio Solutions Distributor, Inc. Investment Banks/BrokersFinance Operates as a securities brokerage firm | Finance |
Practus LLP
Practus LLP Internet Software/ServicesTechnology Services Operates as a virtual law firm | Technology Services |
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