Investment Committee

The following are members of our Investment Committee

Legacy_TMB0020ThumbnailDean Cherpitel

Chartered Financial Consultant
Over 35 years experience in investments and personal financial planning
Co-founded Legacy Wealth Planning and its predecessor companies including
Legacy Trust Company in 1997

Legacy_TMB0026thumbnailMatt Bray

Trust Operations
Over 14 years experience in trust and investment management operations

Over 10 years of Investment Committee experience
Co-founded Legacy Wealth Planning

The following are members of the iSectors Investment Committee

sumnichtVernon Sumnicht

Certified Financial Planner
Masters of Business Administration

Over 25 years experience in investments and personal financial consulting

Founded Sumnicht and Associates in 1988; began his career with a NYSE Broker/Dealer

Pioneer in using Fee-based Advisory Model, Hedge Funds, Private Equity,
Separate Managed Accounts, Private Trust Company & Values-Based Succession Planning

hackneyDavid E. Hackney

Certified Financial Analyst
Master of Business Administration

Certified Public Accountant

20 years with Price Waterhouse as Partner and Head of Corporate Finance/Investment Banking
in Warsaw, Poland, providing merger and acquisition Buy/Sell Side, finance raising, and debt
                                       reconstruction throughout the U.K, continental Europe and the U.S. 
                                       MBA from the Wharton School of the University of Pennsylvania