![Duncan Miller](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>)
Duncan Miller
Directeur Général chez
Legacy Wealth Management, Inc.
Profil
Mr. Duncan L.
Miller is a President, Chief Executive Officer & Shareholder at Legacy Wealth Management LLC (Tennessee).
He is on the Board of Directors at Community Foundation of Greater Memphis, Inc.
Before joining the firm in 2000, he served both retail and business banking clients for six years at National Bank of Commerce and First Tennessee Bank.
He received his undergraduate degree from Washington & Lee University and a graduate degree from Boston College.
Postes actifs de Duncan Miller
| Sociétés | Poste | Début |
|---|---|---|
Community Foundation of Greater Memphis, Inc.
 Community Foundation of Greater Memphis, Inc. Investment Trusts/Mutual FundsMiscellaneous Offers and manages charitable funds and endowments | Directeur/Membre du Conseil | - |
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth'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. | Directeur Général | 01/01/2022 |
Formation de Duncan Miller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Community Foundation of Greater Memphis, Inc.
Community Foundation of Greater Memphis, Inc. Investment Trusts/Mutual FundsMiscellaneous Offers and manages charitable funds and endowments | Miscellaneous |
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth'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 |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
