Spence Hope
Directeur van Onderzoek - Eigen Vermogen bij Legacy Wealth Management, Inc.
Profiel
Mr. Wallace S.
Hope is a Director of Research & Trading & Shareholder at Legacy Wealth Management, Inc. As Legacy’s primary trader, he looks for new opportunities and monitors existing investments that make up client portfolios.
He works closely with the team sharing information about investment strategies and implementation.
He is a member of firm's Investment Committee.
Mr. Hope was employed as a Principal by Morgan Keegan & Co., Inc. (Old).
He received his BS in business administration from the University of Tennessee.
He holds CFA & CAIA designations.
Actieve functies van Spence Hope
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Directeur van Onderzoek - Eigen Vermogen | 01-03-2011 |
Eerdere bekende functies van Spence Hope
| Bedrijven | Functie | Einde |
|---|---|---|
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Corporate Officer/Principal | - |
Opleiding van Spence Hope
| University of Tennessee | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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. | Finance |
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
