![Jim Holtzman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jim Holtzman
Algemeen Directeur bij
Legend Financial Advisors, Inc.
Profiel
Mr. James J.
Holtzman, CPA, is a Chief Executive Officer, President & Wealth Advisor at Legend Financial Advisors, Inc. He has over two decades of experience providing financial advice to retirement-focused clients, medical practices and businesses.
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.
Actieve functies van Jim Holtzman
| Bedrijven | Functie | Begin |
|---|---|---|
Legend Financial Advisors, Inc.
 Legend Financial Advisors, Inc. Investment ManagersFinance Legend develops and maintains proprietary portfolios. Portfolio allocations are actively (tactically) managed in the interest of targeting specific levels of risk and/or long-term returns. Investment portfolios are developed to attempt to fit client’s long-term desired return goals and appetite for risk. | Algemeen Directeur | 01-05-2001 |
Opleiding van Jim Holtzman
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
2
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
La Roche University
 La Roche University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. Investment ManagersFinance Legend develops and maintains proprietary portfolios. Portfolio allocations are actively (tactically) managed in the interest of targeting specific levels of risk and/or long-term returns. Investment portfolios are developed to attempt to fit client’s long-term desired return goals and appetite for risk. | Finance |
