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President & CEO


James J. Isaacs, CFP®

Creating your Plan


Hallie Peyton, CFP®

 

Managing Your Investment Portfolio


E. Charles Jalenak, CFP®

Compliance


Cathy Simmons, CFP®

Operations and Administration


Duncan Miller, CFP®

Our Founder


John Ueleke, CFP®

E. Charles Jalenak, CFP®
Director & Chairman of the Investment Committee
charlesj@legacywealth.com

Each member of Legacy’s Investment Committee brings a unique perspective that combines years of investment knowledge and financial market expertise.  As Chairman, it is a privilege to work with a skillful set of individuals who collaborate on ideas and themes for an ever changing investment landscape.  We are committed to performing research and to implementing investment strategy throughout our diverse client base; all with the goal of executing investment decisions that are in the best interest of every Legacy client.  Clients deserve the Legacy difference.

Charles serves as chairman of the firm’s Investment Committee and also serves on Legacy Wealth Management's Board of Directors and Management Committee.  Additionally, he is responsible for assisting new and existing clients with financial planning and portfolio management needs.

Charles joined Legacy in 2011 and was previously with Jalenak Capital Management from 1999 until he joined Legacy.  Charles has a strong background in finance, accounting and financial markets, with 30 years of investing experience in a wide variety of asset classes, including publicly-traded securities (equities and fixed income), private equity funds, hedge funds/alternative investments, real estate and venture capital.  Additionally, he has worked with several multi-generational families in developing strategies for preserving and growing family wealth.

Charles currently serves on the Memphis Group Board of St. Jude Children’s Research Hospital and the Board of Jewish Community Partners in Memphis.  He also serves as Chairman of the Investment Committees for both Temple Israel and the Jewish Community Partners (where he also serves on the Executive Committee).  Charles was named again in 2016 as a FIVE STAR Wealth ManagerSM by Memphis magazine.  He received his CFP® certification in 2013.  Charles received his MBA from the Wharton School of the University of Pennsylvania with a double major in Finance and Management and a BSM from Tulane University.