Mikey Maisel
Following his graduation from the University of Cincinnati, Mikey Maisel started working for a marketing company where helped financial professionals utilize video and modern technology to enhance their communication with their clients. Influenced by firsthand exposure to the financial industry, Mikey took a position at Fidelity Investments. For the next two years at Fidelity, he […]
Max Maisel
Max is a passionate Associate Advisor with a Bachelor of Business Administration from the University of Cincinnati. During his time there, he not only excelled academically but also demonstrated leadership as he led Young Life activities on campus. Max holds a private business certificate, underscoring his commitment to excellence in business. He is also Studying […]
John Smith
With more than 25 years of investment management and financial planning experience, John is the lead portfolio manager for Legacy’s Protected Outcome Portfolios (POPs). John began his career as a financial advisor in 1998, holding positions at American Express Financial Advisors, The Vanguard Group, Fidelity Investments, and Edge Financial Advisors. Prior to joining Legacy, John […]
John M. Wildern, CFP®, CEPA®
John leverages 25 years of portfolio management and wealth planning experience in leading the Legacy Protected Outcome Portfolios (POPs) and the firm’s long-standing partnership with the Fidelity Wealth Advisor Solutions (WAS) program. Protected Outcome Portfolios offer Legacy clients three unique, risk-managed separate account solutions that invest in either a customized series of structured notes or […]