Reese Legacy Capital doesn’t hand you off to a team of associates or a model portfolio. You work directly with me, start to finish. Here’s a bit more about who that is.
Penn State University
Georgetown University
XYPN Member
NAPFA Associate Member
Fee-Only Network Member
Reese Legacy Capital is a registered investment adviser. Registration does not imply a certain level of skill or training.
I hold a Series 65 license and earned my education at Penn State University and Georgetown University. I’m a member of the XY Planning Network (XYPN), a NAPFA Associate Member, and a member of the Fee-Only Network. Reese Legacy Capital is a registered investment adviser, and I built it to be founder-managed by design, not by default.
Long before Reese Legacy Capital existed, I was already doing this work for my own family. I personally manage the Reese Family Trust, carefully selecting securities and rebalancing regularly to keep the portfolio aligned with what the trust actually needs, not a one-size-fits-all model. That same hands-on, long-horizon care is what I bring to every client relationship at Reese Legacy Capital.
Away from the desk, you’ll usually find me with my family, keeping up with my kids as much as I keep up with the market. I’m a golf fan, a devoted Philadelphia sports fan, in church most Sundays, and proud to call myself an American.
The person managing your family’s future should be someone you actually know.