Spence Hope

Director of Research - Equity at Legacy Wealth Management, Inc.

Finance

Consumer Services

Profile

Mr. Wallace S.
Hope is a Director of Research & Trading & Shareholder at Legacy Wealth Management, Inc. As Legacy’s primary trader, he looks for new opportunities and monitors existing investments that make up client portfolios.
He works closely with the team sharing information about investment strategies and implementation.
He is a member of firm's Investment Committee.
Mr. Hope was employed as a Principal by Morgan Keegan & Co., Inc. (Old).
He received his BS in business administration from the University of Tennessee.
He holds CFA & CAIA designations.

Spence Hope active positions

Companies	Position	Start
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.	Director of Research - Equity	2011-02-28

All active positions of Spence Hope

Former positions of Spence Hope

Companies	Position	End
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales	Corporate Officer/Principal	-

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Training of Spence Hope

University of Tennessee

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

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Linked companies

Private companies	2
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.	Finance
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales	Finance