Jim Isaacs
Chairman at Legacy Wealth Management, Inc.
Network origin in Jim Isaacs first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities.
26
| Private Company | Investment Managers | 26 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jim Isaacs via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal | |
| INTERNATIONAL PAPER COMPANY | Pulp & Paper | Corporate Officer/Principal | |
Wright Medical Technology, Inc.
 Wright Medical Technology, Inc. Medical SpecialtiesHealth Technology Part of Stryker Corp., Wright Medical Technology, Inc. manufactures orthopedic, prosthetic, and surgical appliances and supplies. The company is based in Arlington, TN. | Medical Specialties | Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
Zacks Investment Management, Inc.
 Zacks Investment Management, Inc. Investment ManagersFinance Zacks Investment Management, Inc. (ZIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Ben Zacks in 1992 and they are a subsidiary of Zacks Investment Research, Inc., which in turn is owned by The Greenwood Trust. ZIM manages separate accounts, public and private pooled investment vehicles, and is an adviser to a number of wrap-fee programs. | Investment Managers | Corporate Officer/Principal | |
Delta Asset Management LLC (Tennessee)
 Delta Asset Management LLC (Tennessee) Investment ManagersFinance Delta Asset Management LLC (Delta) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Myron Mall and Alex Conaway in 1989. They are a subsidiary of WT Acquisition LLC, which is owned by HighTower Holding LLC. Delta provides investment advice to individual persons, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or similar business entities, and state or municipal government entities. | Investment Managers | Investment Committee Member | |
First Mercantile Trust Co.
 First Mercantile Trust Co. Investment ManagersFinance First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Northwestern Mutual Wealth Management Co.
 Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Savings Banks | Corporate Officer/Principal | |
Summit Asset Management LLC
 Summit Asset Management LLC Investment ManagersFinance Summit Asset Management LLC (Summit) is an independeny registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1991 and is owned by John N. Laughlin, Lance W. Hollingsworth, and Peggy K. Adler. Summit provides investment management, financial planning, and special services to individuals, families, trusts, retirement plans for businesses, charitable endowments, and corporations. | Investment Managers | Trading-Equity | |
Community Foundation of Greater Memphis, Inc.
 Community Foundation of Greater Memphis, Inc. Investment Trusts/Mutual FundsMiscellaneous Community Foundation of Greater Memphis, Inc. offers and manages charitable funds and endowments. It simplify charitable giving and tax reporting, structuring and managing personalized grant programs, facilitation unusual or complicated gifts, presenting timely information on community needs and by providing investment products that maximize giving potential. The company was founded in 1969 and is headquartered in Memphis, TN. | Investment Trusts/Mutual Funds | Director/Board Member | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Spencer Reed Group LLC
 Spencer Reed Group LLC Personnel ServicesCommercial Services Spencer Reed Group LLC provides executive search, specialty staffing and business solution services. It also provides staffing solutions for accounting, aerospace, business services, engineering solutions, information technology, legal, manufacturing, oil and gas. The company was founded in 1990 and is headquartered in Overland Park, KS. | Personnel Services | Corporate Officer/Principal | |
| Heritage Capital Advisors LLC | Corporate Officer/Principal | ||
| Arizona State University | College/University | Masters Business Admin | |
| Birmingham-Southern College | College/University | Undergraduate Degree | |
| Boston College | College/University | Graduate Degree | |
| Christian Brothers University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Freed-Hardeman University | College/University | Corporate Officer/Principal | |
| Texas A&M University | College/University | Undergraduate Degree | |
| Texas Tech University | College/University | Graduate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree | |
| Oklahoma State University | College/University | Undergraduate Degree | |
| Rhodes College | College/University | Undergraduate Degree | |
| University of Iowa | College/University | Graduate Degree | |
| University of Memphis | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin | |
| University of Mississippi | College/University | Graduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of North Alabama | College/University | Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree | |
CTSI
 CTSI Air Freight/CouriersTransportation CTSI provides supply chain management solutions. It offers online technology, global network, consulting expertise required to make international shipping, invoice processing, and information management. The firm also offers rate negotiation and loss and damage claim management services. The company was founded in 1957 and is headquartered in Memphis, TN. | Air Freight/Couriers | Corporate Officer/Principal | |
First Horizon Bank (Memphis, Tennessee)
 First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Regional Banks | Corporate Officer/Principal | |
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Kelman-Lazarov, Inc.
 Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov, Inc. (Kelman-Lazarov) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Martin Kelman and Ronald Lazarov in 1979. Kelman-Lazarov offers financial planning and investment advisory services individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
| United States | 45 |
Sectoral
| Consumer Services | 20 |
| Finance | 20 |
| Process Industries | 2 |
| Health Technology | 2 |
| Miscellaneous | 2 |
Operational
| Corporate Officer/Principal | 37 |
| Undergraduate Degree | 25 |
| Portfolio Manager-Equities | 13 |
| Investment Committee Member | 9 |
| Masters Business Admin | 7 |
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