Benjamin Kadlec
Financial Consultant, focused on business, tax-advantaged and protected investments, life insurance, corporate benefits.
- Role
- Managing Partner at Legacy Wealth Strategies
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Benjamin Kadlec
As an experienced Financial Consultant, my partners and I help families and privately…
Experience
Managing Partner
Jan 2013 — Present · Raleigh-Durham-Chapel Hill, NC, US
Education
Baruch College
MBA, Finance and Marketing
2005 — 2007
Trinity College-Hartford
BA, Economics
1992 — 1996
Skills
- Financial Analysis
- Alternative Investment Strategies
- Multi-Generational Wealth Planning Strategies
- Succession Planning Strategies
- Portfolio Performance Analysis
- Hedge Fund Strategies
- Financial Modeling
- Networking Strategy
- Investment Strategies
- Wealth Management
- Executive Management Strategies
- Tax-Advantaged Investment Strategies
- Sales Strategy
- Marketing Strategy
- Wealth Accumulation Strategies
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