Jim Holtzman
Directeur Général chez 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.
Postes actifs de Jim Holtzman
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 01/05/2001 |
Formation de Jim Holtzman
| La Roche University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
