![Patty B. Stringer](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>)
Profiel
Ms. Stringer joined Legacy Wealth Management in 2008.
Prior to that, she served as Chief Financial Officer at Heritage Capital Advisors, LLC.
In addition, she was a founding officer at 6800 Capital Corporation and Stringer Services Co., Inc. and held positions at The Roy E.
Winegardner Companies.
Ms. Stringer received both her M.B.A. and B.B.A. in Finance from the University of Memphis.
She received her CFP certification in 2008 and is a member of the Financial Planning Association and the Society of Financial Service Professionals.
She taught as an adjunct professor at the University of Memphis, both in Entrepreneurship and Management.
Eerdere bekende functies van Patty B. Stringer
| Bedrijven | Functie | Einde |
|---|---|---|
Heritage Capital Advisors LLC
 Heritage Capital Advisors LLC Investment ManagersFinance Provides wealth management services | Corporate Officer/Principal | 31-12-2006 |
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy’s primary investment approach is to use a globally diversified portfolio. The firm invests client funds in stocks and bonds issued by companies and governments in the US and abroad. The primary vehicles they use to invest in these asset classes are no-load mutual funds and exchange traded funds (ETFs). For certain clients, Legacy may also recommend separate portfolios of individual bonds managed by a sub-advisor or portfolios with limited liquidity that are following alternative strategies. | Corporate Officer/Principal | - |
Opleiding van Patty B. Stringer
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
1
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Heritage Capital Advisors LLC
Heritage Capital Advisors LLC Investment ManagersFinance Provides wealth management services | Finance |
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy’s primary investment approach is to use a globally diversified portfolio. The firm invests client funds in stocks and bonds issued by companies and governments in the US and abroad. The primary vehicles they use to invest in these asset classes are no-load mutual funds and exchange traded funds (ETFs). For certain clients, Legacy may also recommend separate portfolios of individual bonds managed by a sub-advisor or portfolios with limited liquidity that are following alternative strategies. | Finance |
University of Memphis
 University of Memphis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
