Charles Jalenak

Mr. E.
C.
Jalenak is a Director, Chairman of the Investment Committee & Shareholder at Legacy Wealth Management, Inc. He serves on the firm’s Management Committee.
Additionally, he is responsible for assisting new and existing clients with financial planning and portfolio management needs.
Mr. Jalenak joined Legacy in 2011 and was previously with Jalenak Capital Management from 1999 until he joined Legacy.
He was responsible for portfolio management using an investment discipline combining diversification and fundamental and economic analysis while allocating investment funds among various asset types.
Much of his client focus has been working with multi-generational families in developing strategies for preserving and growing family wealth.
He has a strong background in finance, accounting and financial markets, with over 30 years of investing experience in a wide variety of asset classes, including publicly-traded securities (equities and fixed income), private equity funds, hedge funds/alternative investments, real estate and venture capital.
Mr. Jalenak received his MBA from the Wharton School of the University of Pennsylvania with a double major in Finance and Management and a BSM from Tulane University.