Client Advisor
CurrentResponsible for providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.
Apr 2018 - Present
AeroLeads people directory · profile
Kevin Piotrowicz, Cfa Email & Phone Number
Client Advisor at Legacy Advisors, LLC
at
Legacy Advisors
1 work email found
@legacyadvice.com
1 phone found area 212
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Client Advisor at Legacy Advisors, LLC
Location
Plymouth Meeting, Pennsylvania, United States
Company size
Who is Kevin Piotrowicz, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kevin Piotrowicz, Cfa is listed as Client Advisor at Legacy Advisors, LLC at Legacy Advisors, a company with 35 employees, based in Plymouth Meeting, Pennsylvania, United States. AeroLeads shows a work email signal at legacyadvice.com, phone signal with area code 212, and a matched LinkedIn profile for Kevin Piotrowicz, Cfa.
Kevin Piotrowicz, Cfa previously worked as Client Advisor at Legacy Advisors and Private Banking Analyst at J.P. Morgan. Kevin Piotrowicz, Cfa holds Bachelor'S Degree, Finance from Wake Forest University.
Company email context
Email format at Legacy Advisors
This section adds company-level context without repeating Kevin Piotrowicz, Cfa's masked contact details.
*@legacyadvice.com
71% confidence
AeroLeads found 1 current-domain work email signal for Kevin Piotrowicz, Cfa. Compare company email patterns before reaching out.
Profile bio
About Kevin Piotrowicz, Cfa
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Legacy Advisors, LLC. Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Listed skills include Microsoft Office, Microsoft Excel, Powerpoint, Microsoft Word, and 10 others.
Current workplace
Kevin Piotrowicz, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Legacy Advisors
3 roles
Kevin Piotrowicz, Cfa work experience
A career timeline built from the work history available for this profile.
Private Banking Analyst
Jul 2015 - Mar 2018
Summer Analyst
During my time at Goldman Sachs I was a member of a five person team which included two Private Wealth Advisors, one Wealth Management Professional, and one Financial Analyst. I assisted in the day-to-day management of $3.3 billion spread across approximately thirty clients, including individuals, families, and institutions. Throughout the summer I.
Jun 2014 - Aug 2014
Team & coworkers
Colleagues at Legacy Advisors
Other employees you can reach at legacyadvice.com. View company contacts for 35 employees →
VA
Vincent A. Panvini Jr
Colleague at Legacy Advisors
Plymouth Meeting, Pennsylvania, United States, United States
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LH
Luke Henry
Colleague at Legacy Advisors
North Wales, Pennsylvania, United States, United States
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KH
Kelly Hansen
Colleague at Legacy Advisors
Greater Philadelphia, United States
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PD
Patrick Devlin
Colleague at Legacy Advisors
Greater Philadelphia, United States
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JM
Jean M. Evans
Colleague at Legacy Advisors
Greater Philadelphia, United States
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MT
Michael T. Piotrowicz
Colleague at Legacy Advisors
Plymouth Meeting, Pennsylvania, United States, United States
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JB
Jason Braun
Colleague at Legacy Advisors
Plymouth Meeting, Pennsylvania, United States, United States
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PB
Patricia Bevan
Colleague at Legacy Advisors
Philadelphia, Pennsylvania, United States, United States
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MH
Mary Huntowski, Shrm-Cp
Colleague at Legacy Advisors
United States, United States
View →
JK
John Krol
Colleague at Legacy Advisors
Plymouth Meeting, Pennsylvania, United States, United States
View →
Vincent A. Panvini Jr
Colleague at Legacy Advisors
Plymouth Meeting, Pennsylvania, United States, United States
View →
LH
Luke Henry
Colleague at Legacy Advisors
North Wales, Pennsylvania, United States, United States
View →
KH
Kelly Hansen
Colleague at Legacy Advisors
Greater Philadelphia, United States
View →
PD
Patrick Devlin
Colleague at Legacy Advisors
Greater Philadelphia, United States
View →
JM
Jean M. Evans
Colleague at Legacy Advisors
Greater Philadelphia, United States
View →
MT
Michael T. Piotrowicz
Colleague at Legacy Advisors
Plymouth Meeting, Pennsylvania, United States, United States
View →
JB
Jason Braun
Colleague at Legacy Advisors
Plymouth Meeting, Pennsylvania, United States, United States
View →
PB
Patricia Bevan
Colleague at Legacy Advisors
Philadelphia, Pennsylvania, United States, United States
View →
MH
Mary Huntowski, Shrm-Cp
Colleague at Legacy Advisors
United States, United States
View →
JK
John Krol
Colleague at Legacy Advisors
Plymouth Meeting, Pennsylvania, United States, United States
View →
2 education records
Kevin Piotrowicz, Cfa education
Bachelor'S Degree, Finance
Education record
La Salle College High School
FAQ
Frequently asked questions about Kevin Piotrowicz, Cfa
Quick answers generated from the profile data available on this page.
What company does Kevin Piotrowicz, Cfa work for?
Kevin Piotrowicz, Cfa works for Legacy Advisors.
What is Kevin Piotrowicz, Cfa's role at Legacy Advisors?
Kevin Piotrowicz, Cfa is listed as Client Advisor at Legacy Advisors, LLC at Legacy Advisors.
What is Kevin Piotrowicz, Cfa's email address?
AeroLeads has found 1 work email signal at @legacyadvice.com for Kevin Piotrowicz, Cfa at Legacy Advisors.
What is Kevin Piotrowicz, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Kevin Piotrowicz, Cfa at Legacy Advisors.
Where is Kevin Piotrowicz, Cfa based?
Kevin Piotrowicz, Cfa is based in Plymouth Meeting, Pennsylvania, United States while working with Legacy Advisors.
What companies has Kevin Piotrowicz, Cfa worked for?
Kevin Piotrowicz, Cfa has worked for Legacy Advisors, J.P. Morgan, and Goldman Sachs - Investment Management Division: Private Wealth Management.
Who are Kevin Piotrowicz, Cfa's colleagues at Legacy Advisors?
Kevin Piotrowicz, Cfa's colleagues at Legacy Advisors include Vincent A. Panvini Jr, Luke Henry, Kelly Hansen, Patrick Devlin, and Jean M. Evans.
How can I contact Kevin Piotrowicz, Cfa?
You can use AeroLeads to view verified contact signals for Kevin Piotrowicz, Cfa at Legacy Advisors, including work email, phone, and LinkedIn data when available.
What schools did Kevin Piotrowicz, Cfa attend?
Kevin Piotrowicz, Cfa holds Bachelor'S Degree, Finance from Wake Forest University.
What skills is Kevin Piotrowicz, Cfa known for?
Kevin Piotrowicz, Cfa is listed with skills including Microsoft Office, Microsoft Excel, Powerpoint, Microsoft Word, Public Speaking, Management, Leadership, and Critical Thinking.
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