Ren Epperly

Portfolio Manager-Equities at Legacy Wealth Management, Inc.

Finance

Consumer Services

Profile

Mr. Lawrence J.
Epperly, CFA MBA, is a Portfolio Manager at Legacy Wealth Management, Inc. He reviews client goals and objectives and then implements appropriate investment strategies to meet them.
Mr. Epperly was employed as a Principal by PNC Bank, NA (Investment Management).
He received his BBA in finance from the University of Iowa and an MBA in finance from the University of Iowa.

Ren Epperly active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	2017-05-31

All active positions of Ren Epperly

Former positions of Ren Epperly

Companies	Position	End
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.	Corporate Officer/Principal	-

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Training of Ren Epperly

University of Iowa

Graduate Degree

Experiences
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Private companies

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Linked companies

Private companies	2
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
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.	Finance