Jim Holtzman
Vorstandsvorsitzender bei Legend Financial Advisors, Inc.
Profil
Mr. James J.
Holtzman, CPA, is a CEO, President & Wealth Advisor at Legend Financial Advisors, Inc.
Prior to joining Legend Financial, Mr. Holtzman obtained a wealth of money management experience.
His previous professional experience includes employment with various CPA and Financial Advisory organizations where he provided tax, accounting, auditing and financial consulting services to individuals and businesses.
Mr. Holtzman graduated from LaRoche College with Bachelor of Science degree in Accounting as well as in Administration and Management.
Aktive Positionen von Jim Holtzman
| Unternehmen | Position | Beginn |
|---|---|---|
Legend Financial Advisors, Inc.
 Legend Financial Advisors, Inc. Investment ManagersFinance Legend Financial Advisors, Inc. (Legend) is an independent registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Louis Stanasolovich in 1993. Legend provides personalized wealth management services including financial planning and investment management strategies to individuals and families. | Vorstandsvorsitzender | 01.05.2001 |
Ausbildung von Jim Holtzman
| La Roche University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. Investment ManagersFinance Legend Financial Advisors, Inc. (Legend) is an independent registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Louis Stanasolovich in 1993. Legend provides personalized wealth management services including financial planning and investment management strategies to individuals and families. | Finance |
