President & CEO
James J. Isaacs, CFP®
Creating your Plan
Hallie Peyton, CFP®
Managing Your Investment Portfolio
E. Charles Jalenak, CFP®
Cathy Simmons, CFP®
Operations and Administration
Duncan Miller, CFP®
John Ueleke, CFP®
W. Spence Hope, CFA, CAIA
Director of Research and Trading
Legacy’s Investment Committee meets regularly to analyze economic conditions, review fund-manager performance, and create long and short-term investment strategies that comprise diversified client portfolios. Investments are aligned with the risk tolerance for each client, and when appropriate, we expand the investment universe to non –correlated investments. Clients deserve the Legacy difference.
Spence is a member of the firm’s Investment Committee, Risk Committee, and chairs the Best Execution and Best Custody Committee. Spence screens for new investments and monitors existing investments that comprise the discretionary portfolios. In addition, he has oversight of the company’s rebalancing software, is the firm’s primary trader and has portfolio management duties. As a Portfolio Manager, he is responsible for the management of his team's portfolios by reviewing clients' goals and objectives and implementing investment strategies. Spence is also tasked with communicating relevant information regarding investment strategies and implementation to the other portfolio managers in the firm.
Spence joined Legacy Wealth Management in 2011 after spending five years at Morgan Keegan, most recently as a Due Diligence Specialist. Spence became a CFA charterholder in 2009 and is a member of the CFA Society of Memphis. Additionally, he received his CAIA designation in 2012. Spence was named again in 2015 as a FIVE STAR Wealth ManagerSM by Memphis magazine. He received his B.S. in Business Administration from the University of Tennessee, Knoxville.