Duncan Miller

Chief Executive Officer at

Legacy Wealth Management, Inc.

Consumer Services

Miscellaneous

Finance

Profile

Mr. Duncan L.
Miller is a President, Chief Executive Officer & Shareholder at Legacy Wealth Management LLC (Tennessee).
He is on the Board of Directors at Community Foundation of Greater Memphis, Inc. Before joining the firm in 2000, he served both retail and business banking clients for six years at National Bank of Commerce and First Tennessee Bank.
He received his undergraduate degree from Washington & Lee University and a graduate degree from Boston College.

Duncan Miller active positions

Companies	Position	Start
Community Foundation of Greater Memphis, Inc. Community Foundation of Greater Memphis, Inc. Investment Trusts/Mutual FundsMiscellaneous Offers and manages charitable funds and endowments	Director/Board Member	-
Legacy Wealth Management, Inc. Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth's primary investment approach is to use a globally diversified portfolio. The firm invests client funds in stocks and bonds issued by companies and governments in the US and abroad. The primary vehicles they use to invest in these asset classes are no-load mutual funds and exchange traded funds (ETFs). For certain clients, Legacy may also recommend separate portfolios of individual bonds managed by a sub-advisor or portfolios with limited liquidity that are following alternative strategies.	Chief Executive Officer	01/01/2022

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Linked companies

Private companies	4
Community Foundation of Greater Memphis, Inc. Community Foundation of Greater Memphis, Inc. Investment Trusts/Mutual FundsMiscellaneous Offers and manages charitable funds and endowments	Miscellaneous
Legacy Wealth Management, Inc. Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth's primary investment approach is to use a globally diversified portfolio. The firm invests client funds in stocks and bonds issued by companies and governments in the US and abroad. The primary vehicles they use to invest in these asset classes are no-load mutual funds and exchange traded funds (ETFs). For certain clients, Legacy may also recommend separate portfolios of individual bonds managed by a sub-advisor or portfolios with limited liquidity that are following alternative strategies.	Finance
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Washington & Lee University Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services