Rob Sievers
Investment Committee Member at Legacy Wealth Management, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| 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.
University of Tennessee
| 18 years |
| 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 |
| 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 |
| 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 |
| Jerry Y. S. Lin | M | 63 |
Arizona State University
| 19 years |
| Ghassan E. Jabbour | M | 60 |
Arizona State University
| 18 years |
| Ren Epperly | 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 |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Robert Trimm | 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. | 6 years |
| Matt Walker | M | - |
Arizona State University
| 5 years |
| Michael Frias | M | - |
Arizona State University
| 4 years |
| Jake Barnes | M | - |
Arizona State University
| 3 years |
| Thanawat Lertwattanarak | M | 54 |
University of Tennessee
| 4 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 |
| Kevin L. Standefer | M | - |
University of Tennessee
| 10 years |
| Chris Hitching | 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 |
| Brienne Smith | 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. | - |
| Shelly Halford Baker | 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. | 5 years |
| Andrew L. Douglas | M | - |
University of Tennessee
| 6 years |
| Holly S. Young | F | - |
University of Tennessee
| 5 years |
| Matthew F. Keathley | 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. | 2 years |
| Benjamin Brownlow | M | - |
University of Tennessee
| 6 years |
| Celeste Pryor | 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. | 4 years |
| Will Ed Settle | M | - |
University of Tennessee
| 5 years |
| Jennifer K. Oswalt | F | - |
University of Tennessee
| 5 years |
| Derek Schaible | M | - |
Arizona State University
| 4 years |
| Erika Patching | F | - |
Arizona State University
| 4 years |
| Justin Arthur Lester | M | - |
University of Tennessee
| 4 years |
| conrad wadowski | M | - |
Arizona State University
| 5 years |
| Michael Mack | M | - |
Arizona State University
| 4 years |
| Shervin Gerami | M | - |
University of Tennessee
| 5 years |
| Qi Zhang | M | 65 |
Arizona State University
| 2 years |
| James Ryan Story | M | - |
University of Tennessee
| 4 years |
| Jillian N. Pap | F | - |
Arizona State University
| 2 years |
| John William Greer | M | - |
Arizona State University
| 4 years |
| Brent Satterfield | M | 47 |
Arizona State University
| 3 years |
| Benjamin Klingler | M | - |
Arizona State University
| 4 years |
| Derek Vincent | M | - |
Arizona State University
| 4 years |
| Cody Carroll | M | - |
Arizona State University
| 4 years |
| John Broucek | M | - |
Arizona State University
| 3 years |
| Andy Patton | M | - |
University of Tennessee
| 5 years |
| Benjamin Speck | M | - |
Arizona State University
| 4 years |
| Ferrara Anthony | M | - |
Arizona State University
| 4 years |
| Brandon Cromer | M | - |
Arizona State University
| 3 years |
| Demetrios Brinkmann | M | - |
Arizona State University
| 4 years |
| Jason Heath | M | - |
Arizona State University
| 2 years |
| Amanda Lyle | F | - |
Arizona State University
| 4 years |
| Patrick Morrison | M | - |
Arizona State University
| 4 years |
| Courtney Klein | F | - |
Arizona State University
| 5 years |
| Scott Smith | M | - |
University of Tennessee
| 4 years |
| Monica Spanier | F | - |
Arizona State University
| 4 years |
| L.A. Galyon | M | - |
University of Tennessee
| 4 years |
| Ralph Erwin Nelson | M | - |
Arizona State University
| 4 years |
| Shez Partovi | M | 57 |
Arizona State University
| 4 years |
| Andrew Smith | M | - |
Arizona State University
| 4 years |
| Stuart Hutton | M | - |
University of Tennessee
| 5 years |
| Jody Trietch | F | - |
Arizona State University
| 4 years |
| Chris Henderson | M | - |
University of Tennessee
| 6 years |
| Bostomi Suharman | M | 42 |
Arizona State University
| 4 years |
| Samara Anderson | F | - |
University of Tennessee
| 4 years |
| David Johnson | M | - |
Arizona State University
| 4 years |
| Bill Grinstead | M | - |
Arizona State University
| 4 years |
| Jessica Bordelon | F | - |
University of Tennessee
| 4 years |
| Jeff LaFrance | M | - |
Arizona State University
| 4 years |
| Danielle Stiehl | F | - |
Arizona State University
| 4 years |
| Bert Vermeire | M | - |
Arizona State University
| - |
| Prakash Vijayan | M | - |
Arizona State University
| 2 years |
| Shelby Cave | F | 47 |
Arizona State University
| 1 years |
| John Shufeldt | M | - |
Arizona State University
| 3 years |
| Richard F. Mattern | M | - |
University of Tennessee
| 4 years |
| Alex L. Hopson | M | - |
Arizona State University
| 4 years |
| Hammad M. Shah | M | 58 |
Arizona State University
| 2 years |
| Mark P. Elless | M | - |
University of Tennessee
| 1 years |
| Jared Franken | M | - |
Arizona State University
| 4 years |
| John Swindle | M | - |
University of Tennessee
| 10 years |
| Daniel Grifford | M | - |
Arizona State University
| 2 years |
| Gary O'Brien | M | 59 |
Arizona State University
| 2 years |
| Jamie Foran | F | - |
University of Tennessee
| 4 years |
| Melissa Brown | F | 47 |
Arizona State University
| 3 years |
| Thomas Doherty | M | - |
Arizona State University
| 4 years |
| Michael Coskun | M | 40 |
Arizona State University
| 3 years |
| Joe A. Reid | M | - |
Arizona State University
| 4 years |
| Alexander Asemi | M | - |
Arizona State University
| 4 years |
| Wei Qi Ye | M | 60 |
Arizona State University
| 2 years |
| Chris Diehnelt | M | - |
Arizona State University
| - |
| Marc Paupe | M | - |
Arizona State University
| 4 years |
| Lisa Xinnan Li | F | - |
Arizona State University
| 3 years |
| Bill W. Stacy | M | 85 |
University of Tennessee
| 7 years |
| Nicholas Wesley Yee | M | - |
Arizona State University
| 4 years |
| Jake Downey | M | - |
Arizona State University
| 4 years |
| Lorron James | M | 40 |
Arizona State University
| 4 years |
| Jenna McClain | F | - |
Arizona State University
| 4 years |
| Scott Cole | M | - |
Arizona State University
| 2 years |
| Azhar bin Othman | M | 57 |
Arizona State University
| 2 years |
| Sandy Simonson Lynn | F | - |
Arizona State University
| 2 years |
| Zhu Ping Zhou | M | 61 |
Arizona State University
| 2 years |
| Boris Tobias Kawohl | M | - |
University of Tennessee
| 1 years |
| Ryan A. Ciavarelli | M | - |
Arizona State University
| 4 years |
| Marilyn R. Seymann | M | 81 |
Arizona State University
| 2 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
- Rob Sievers
- Personal Network
