Joseph Cfp

Address : Houston, Texas, United States
Industries : Financial Services
Website : legacyasset.com
Phone : +1(713) 355-7171
Position : Partner

Description : Founded in 1998, Legacy Asset Management is a Texas-based organization that focus on financial services.

Colleagues :

Jennifer Westfield ( Floor supervisor and client relations )

Janet Luby ( Senior Portfolio Manager )

Janet Mascio ( Administrative Assistant )

Tara York ( Executive Assistant )

Dennis Hamblin ( Corporate Pension Consultant )

View 6 more..

Work History and Education

Legacy Asset Management
Financial Services
Partner
( 1998/08/01 - Present )

Principal
( 1996/06/01 - 1998/08/01 )

Paine Webber
Financial Services
Investment Advisor
( 1995/11/01 - 1996/06/01 )

Trust Officer
( 1991/06/01 - 1995/11/01 )

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