Ren Epperly
Portfolio Manager-Equities at Legacy Wealth Management, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jim Isaacs | M | - |
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. | 20 years |
| Spence Hope | M | - |
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. | 13 years |
| Duncan L. Miller | M | - |
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. | 24 years |
| Cathy Ann Simmons | F | - |
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. | 24 years |
| Rob Sievers | M | - |
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. | 17 years |
| Charles Jalenak | M | - |
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. | 13 years |
| Steve Warnecke | M | 68 |
University of Iowa
| 11 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Amy M. Stout | F | - |
University of Iowa
| 5 years |
| Matt Larew | M | - |
University of Iowa
| 3 years |
| Kam Kielhorn | M | - |
University of Iowa
| 4 years |
| Ryan Domyancic | M | - |
University of Iowa
| 5 years |
| Adaeze Enekwechi | M | - |
University of Iowa
| 13 years |
| John Mickelson | M | - |
University of Iowa
| 8 years |
| Dan Haut | M | - |
University of Iowa
| 8 years |
| Mick Clowers | M | - |
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. | 7 years |
| Adam C. Shatek | M | - |
University of Iowa
| 5 years |
| Ross Aaron Neuman | M | - |
University of Iowa
| 4 years |
| Steven Wu | M | - |
University of Iowa
| 3 years |
| Bill Conrad | M | 38 |
University of Iowa
| 4 years |
| Ka Ho Lau | M | 46 |
University of Iowa
| 2 years |
| Joun-Ho Lee | M | - |
University of Iowa
| - |
| Roberto Zanco | M | - |
University of Iowa
| 1 years |
| Qiuli Chen | F | 33 |
University of Iowa
| 4 years |
| Lok Yi Chau | F | 44 |
University of Iowa
| 2 years |
| Erica N Lester | F | - |
University of Iowa
| 4 years |
| Wolfgang Neuner | M | - |
University of Iowa
| 1 years |
| Lin Bong Tam | M | 46 |
University of Iowa
| 2 years |
| Matt Halverson | M | - |
University of Iowa
| 4 years |
| Stefan Jensen | M | - |
University of Iowa
| 4 years |
| Eric Welter | M | - |
University of Iowa
| 4 years |
| Jordan Prohaska | M | - |
University of Iowa
| 4 years |
| Jerry N. Ellis | M | 86 |
University of Iowa
| 5 years |
| William Gates | M | - |
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. | 1 years |
| Wai Han Tsang | F | 56 |
University of Iowa
| 4 years |
| Lynn Koos | F | - |
University of Iowa
| 4 years |
| Katelyn Fritcher | F | - |
University of Iowa
| 4 years |
| Kai Zeng | M | 44 |
University of Iowa
| 3 years |
| Dean Tsopanides | M | - |
University of Iowa
| 4 years |
| Alexander Motola | M | - |
University of Iowa
| 4 years |
| Ola Jewusiak | F | - |
University of Iowa
| 4 years |
| Alex Kopelyan | M | - |
University of Iowa
| 4 years |
| Ryan Paulsen | M | - |
University of Iowa
| 4 years |
| Bi Ming Wu | M | - |
University of Iowa
| 4 years |
| Taylor Wingert | F | - |
University of Iowa
| 3 years |
| Kolton Mente | M | - |
University of Iowa
| 4 years |
| Dae Sung Lee | M | 53 |
University of Iowa
| 2 years |
| Sumit Mundhra | M | - |
University of Iowa
| 2 years |
| Joel Harris | M | - |
University of Iowa
| 4 years |
| Yi Wei Jiang | F | - |
University of Iowa
| 4 years |
| Mike Weaver | M | - |
University of Iowa
| 4 years |
| Rui Bai | F | - |
University of Iowa
| 3 years |
| Kellie Marie Masters | F | - |
University of Iowa
| 1 years |
| Taylor Brown | M | - |
University of Iowa
| 4 years |
| Adam Kimura | M | - |
University of Iowa
| 4 years |
| Andrew Sissel | M | - |
University of Iowa
| 3 years |
| Jodi Cerretani | F | - |
University of Iowa
| 4 years |
| Will Suess | M | - |
University of Iowa
| 3 years |
| Rijo Oommen | M | - |
University of Iowa
| 2 years |
| Amanda Mahoski | F | - |
University of Iowa
| 4 years |
| Sayer P. Martin | M | 43 |
University of Iowa
| 2 years |
| Dennis A. Gastineau | M | - |
University of Iowa
| 12 years |
| Tom R. Dillon | M | - |
University of Iowa
| 2 years |
| Christopher Nelms | M | - |
University of Iowa
| 2 years |
| Eric Thiessen | M | - |
University of Iowa
| 3 years |
| Andrew W. O'Hara | M | - |
University of Iowa
| 4 years |
| Hayes Shaw Olofson | M | - |
University of Iowa
| 4 years |
| Zachary A. Olson | M | - |
University of Iowa
| 4 years |
| Karl F. Reichenberger | M | - |
University of Iowa
| 3 years |
| Sarah E. Rogers | F | - |
University of Iowa
| 4 years |
| Scott Knight | M | - |
University of Iowa
| 3 years |
| Merritt O. Graves | M | - |
University of Iowa
| 4 years |
| Jason van Zant | M | - |
University of Iowa
| 4 years |
| Brian K. McMillen | M | - |
University of Iowa
| 4 years |
| Jeffrey A. Scudder | M | - |
University of Iowa
| 3 years |
| Peter Donnelly | M | - |
University of Iowa
| 3 years |
| Huntley Ian Family | M | - |
University of Iowa
| 4 years |
| Patrick J. Cebrzynski | M | - |
University of Iowa
| 4 years |
| Katie M. Pagel | F | - |
University of Iowa
| 3 years |
| Jiazhu Zhang | M | - |
University of Iowa
| 2 years |
| Maria Freund | F | - |
University of Iowa
| 2 years |
| Brody Dass | M | - |
University of Iowa
| 2 years |
| Melanie Creagan Dreher | M | - |
University of Iowa
| 9 years |
| Luke Christianson | M | - |
University of Iowa
| 4 years |
| Guohua Xia | M | - |
University of Iowa
| 2 years |
| Paul Szigetvari | M | - |
University of Iowa
| 4 years |
| Brian Andrew Early | M | - |
University of Iowa
| 4 years |
| Jonathan Lightner | M | - |
University of Iowa
| 2 years |
| Chris Freitag | M | - |
University of Iowa
| 5 years |
| Kaila Krum | F | - |
University of Iowa
| 4 years |
| Ashley Hoffman | F | - |
University of Iowa
| 5 years |
| Sridip Mukhopadhyaya | M | - |
University of Iowa
| 2 years |
| Mathew Paul Sawin | M | - |
University of Iowa
| 4 years |
| Julie Zare | F | - |
University of Iowa
| 4 years |
| Andrew Stumbo | M | - |
University of Iowa
| 4 years |
| Genevieve Walkden | F | - |
University of Iowa
| 1 years |
| Katherine Doll | M | - |
University of Iowa
| 3 years |
| Andrew Charles Webber | M | - |
University of Iowa
| 4 years |
| Nick Clare | M | - |
University of Iowa
| 4 years |
| Billie Mccormick | F | - |
University of Iowa
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Ren Epperly
- Personal Network
