J. Marc Albertson
Geen lopende functies
Profiel
Mr. John M.
Albertson is a Founding Partner & Director of Client Services at PAM Legacy LLC.
Mr. Albertson has been in the wealth management and trust administration business since 1973, including his eight years spent as senior vice president and manager of private client services for SunTrust Bank, Middle Georgia.
Marc has extensive training and experience in wealth transfer issues.
He is a former president of the Macon Estate Planning Council.
He serves on the board of trustees of the Community Foundation of Central Georgia, and he is currently a member of the Macon Estate Planning Council, the Atlanta Estate Planning Council, and the Society of Financial Service Professionals.
He is a graduate of the Southern Trust School in Birmingham, Alabama and the National Graduate Trust School in Chicago, Illinois.
Eerdere bekende functies van J. Marc Albertson
| Bedrijven | Functie | Einde |
|---|---|---|
Patton Albertson & Miller LLC
 Patton Albertson & Miller LLC Investment ManagersFinance Founded in 2003, PAM Legacy LLC is a wealth management firm and registered investment advisor located in Macon, Georgia. The firm was formerly known as Patton Albertson & Miller LLC. They provide services to high net-worth individuals and families. | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
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Patton Albertson & Miller LLC
Patton Albertson & Miller LLC Investment ManagersFinance Founded in 2003, PAM Legacy LLC is a wealth management firm and registered investment advisor located in Macon, Georgia. The firm was formerly known as Patton Albertson & Miller LLC. They provide services to high net-worth individuals and families. | Finance |
