The following are members of our Investment Committee.
Dean W. 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
Matthew T. Bray
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.
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
David 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