Lawrence Epperly, Cfa Email and Phone Number
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Legacy Wealth Management is an employee-owned firm that is among the most respected, independent registered investment advisory firms in the nation. Our team of CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analysts (CFA), Juris Doctorates (JD) and MBAs have extensive financial planning and portfolio management experience along with a commitment to adhere to high ethical standards; always working to the fiduciary standard. We believe the best way to help our clients achieve their financial and life goals is to coordinate their financial plan with customized portfolio management and ongoing wealth management. Our firm’s highly-accomplished staff works together in client service teams to develop and manage client’s overall long-term financial strategy. Our knowledgeable client service teams simplify our clients’ financial lives to build and preserve wealth based on their personal situation. An important part of what we do is to provide our services on a fee-only basis. As fiduciaries, we do not sell products or accept commissions; our advice to clients is based solely on their financial goals. This means our services are objective and unbiased, which allows clients to receive financial planning and portfolio management advice designed around their goals and best interests. Legacy Wealth Management’s strong reputation and long-standing commitment to always put clients first serves as the foundation for our client relationships. Our strategic approach to combine comprehensive financial planning with management of customized portfolios has fostered lasting client relationships. We currently work with over 1,000 clients across the United States and manage in excess of $1.2 billion. We have worked hard to build and keep our client’s trust and confidence and we will do the same for you.
Legacy Wealth Management, Inc. (Memphis, Tn)
View- Website:
- legacywealth.com
- Employees:
- 19
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Director Of Portfolio ManagementLegacy Wealth Management, Inc. (Memphis, Tn) Jun 2023 - PresentMemphis, Tennessee, United States
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Portfolio ManagerLegacy Wealth Management, Inc. (Memphis, Tn) Jun 2017 - Jun 2023Greater Memphis Area
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Investment OfficerHawthorn, Pnc Family Wealth Feb 2016 - Jun 2017Greater Pittsburgh AreaAt Hawthorn our primary objective is to keep wealthy families wealthy. I am responsible for managing individual investment portfolios for family relationships with investable assets in excess of $20 million. I have worked to improve our MLP cost basis accounting so that Investment Officers can make more tax conscious decisions. I have helped generate new Assets Under Management utilizing our sales and client on-boarding process. I continue to produce easy to use valuation reports and mutual fund performance reports. -
Associate Investment AdvisorHawthorn, Pnc Family Wealth Aug 2014 - Feb 2016Greater Pittsburgh AreaAt Hawthorn our primary objective is to keep wealthy families wealthy. I am responsible for managing individual investment portfolios for clients with investable assets in excess of $20 million. I match client risk profiles with customized allocations in order to meet return objectives while minimizing tax consequences. I developed an easy to use valuation framework that allows Investment Officers to make decisions based on data instead of emotion. I create monthly performance reports for mutual funds and separately managed accounts. I am a member of the technicals team, performance reporting committee, and alternative asset pricing group.
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Investment AnalystNepsis Capital Management Jun 2013 - Jul 2014At Nepsis Capital Management we deliver the message of clarity to investors. At Nepsis, I was responsible for proposing buy/sell action after analyzing investment options with DCF, DDM, and relative valuation models. I was also responsible for leading valuation discussions on weekly investment committee conference calls. These calls provided the committee the opportunity to debate a variety of investment ideas and strategies in the current marketplace. I also created a company specific research report template that will eventually be utilized as a marketable investment research document.http://www.nepsiscapital.com/ -
Graduate AssistantUniversity Of Iowa Aug 2012 - May 2014Iowa City, IowaI was responsible for helping to conduct behavioral finance experiments that analyze individuals economic decision making. I assisted in experimental design and analyzed the results once tests had been run. I also collected data to determine the effects of changing University policies. -
Equity Research Analyst - Health Care SectorThe University Of Iowa Henry Fund Nov 2012 - Jan 2014Iowa City, IowaThe Henry Fund is a $3 million dollar endowed equity portfolio managed by University of Iowa MBA students. The team of 11 was selected through a competitive application process. During my time with the Henry Fund I was responsible for researching and creating reports on the health care sector, presenting my findings to the team and the Board. Working with the Henry Fund provided me experience with Bloomberg, FactSet, and Excel. At the Henry Fund we used valuation analysis to determine investment recommendations. Our research was built primarily around DCF, DDM, and relative valuation analysis.http://tippie.uiowa.edu/henry/
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Bid Analyst InternAllsteel May 2013 - Aug 2013Muscatine, IaAs an intern at Allsteel, I created a comprehensive win/loss document to show where we could be more effective in the bidding process. This was followed by presentations to senior leadership on how to increase our bid win rate by region, dealer, job size, and end user. I also improved a standard work training guide for new analysts, increasing department efficiency by minimizing training time.http://www.allsteeloffice.com/ -
Management Consultant AssociateVistabon Inc Mar 2011 - Jan 2013At Vistabon I was responsible for enhancing the preparation for audit consultations by analyzing prospective clients’ business practices. This was followed by a review of front and back end practices in order to ensure that design objectives were adequately controlled. Throughout my work I was responsible for creating reports on clients' business models and practices and presenting my findings to the company president.http://www.vistaboninc.com/
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Table Games Floor SupervisorRiverside Casino And Golf Resort Mar 2010 - Aug 2012Riverside, IowaAt Riverside, I started as a Table Games Dealer. As requesting to learn all the games in my first three months I was quickly promoted to Dual Rate Supervisor. Within the next year I was again promoted to Floor Supervisor. I was responsible for monitoring patrons gaming activity in order to prevent any violation of state and federal laws. I was also responsible for training new dealers and new floor supervisors to ensure games ran smoothly and properly. My customer service skills in contentious situations generated positive client feedback to upper management about my conflict resolution skills. These skills resulted in client retention on multiple occasions.http://www.riversidecasinoandresort.com/index.html
Lawrence Epperly, Cfa Skills
Lawrence Epperly, Cfa Education Details
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Finance, General -
Finance, General
Frequently Asked Questions about Lawrence Epperly, Cfa
What company does Lawrence Epperly, Cfa work for?
Lawrence Epperly, Cfa works for Legacy Wealth Management, Inc. (Memphis, Tn)
What is Lawrence Epperly, Cfa's role at the current company?
Lawrence Epperly, Cfa's current role is Independent, Fee-Only Financial Planning and Portfolio Management.
What is Lawrence Epperly, Cfa's email address?
Lawrence Epperly, Cfa's email address is la****@****owa.edu
What is Lawrence Epperly, Cfa's direct phone number?
Lawrence Epperly, Cfa's direct phone number is (901) 758*****
What schools did Lawrence Epperly, Cfa attend?
Lawrence Epperly, Cfa attended University Of Iowa - Henry B. Tippie College Of Business, University Of Iowa - Henry B. Tippie College Of Business.
What are some of Lawrence Epperly, Cfa's interests?
Lawrence Epperly, Cfa has interest in Mud Runs, Equity Research Analysis, Product Management, Corporate Finance, Crossfit.
What skills is Lawrence Epperly, Cfa known for?
Lawrence Epperly, Cfa has skills like Gaming Industry, Consulting, Outline, Payments, Insurance, Sales, Cheating, Baseball, Finance, Business Administration, Violations, Complaints.
Who are Lawrence Epperly, Cfa's colleagues?
Lawrence Epperly, Cfa's colleagues are Christina Daniels, Cathy A. Simmons, Cfp®, Iaccp®, Rebecca Rawlinson, Cfp®, Duncan Miller, Cfp®, Christine Chumney, Lindsey B. Mazzola, Mba, Cfp®, Ctfa, Hallie Peyton, Cfp®.
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