NAIFA-Memphis/West TN Annual Meeting

Charles serves as the chairman of Legacy Wealth Management's Investment Committee and also serves on their Board of Directors and Management Committee.

Charles joined Legacy in 2011 and was previously with Jalenak Capital Management from 1999 until he joined Legacy. Charles has a strong background in finance, accounting and financial markets, with 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. Additionally, he has worked with several multi-generational families in developing strategies for preserving and growing family wealth.

Hallie is in charge of one of the firm’s client service teams and is a member of Legacy Wealth Management’s Board of Directors, Management Committee, Client Management Committee and Financial Planning Committee. She is also responsible for assisting new and existing clients with financial planning and portfolio management needs.

Hallie joined Legacy Wealth Management in 1999 from National Commerce Bank Services (NCBS) where she served as First Vice President for five years. Prior to her position at NCBS, Hallie spent six years managing retail branches for National Bank of Commerce. She has served on the endowment committees of St. Mary’s Episcopal School and Grace St. Luke’s Episcopal Church. She received her CFP® certification in 2003. She received her B.A. from Centre College of Kentucky.