JoEllen L Legg
Director/Board Member at REAVES UTILITY INCOME FUND
Net worth: 49 594 $ as of 29/04/2024
Profile
JoEllen L Legg is currently working as an Assistant Secretary at WesMark Funds, as well as a Vice President & Assistant General Counsel at ALPS Distributors, Inc., ALPS Series Trust, and ALPS Portfolio Solutions Distributor, Inc. He is also a Trustee at Reaves Utility Income Fund.
In the past, he has worked as a Senior Counsel at Adelphia Communications Corp., Secretary at Financial Investors Trust, Secretary at Reaves Utility Income Fund, and Associate at Fried, Frank, Harris, Shriver & Jacobson LLP.
Additionally, he has worked as a Principal at Patton Boggs LLP, Assistant Secretary at Virtus Stone Harbor Emerging Markets Income Fund and Virtus Stone Harbor Emerging Markets Total Income Fund, and Vice President & Assistant General Counsel at ALPS Fund Services, Inc. He was also a Counsel at Practus LLP from 2017 to 2019.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 24/03/2024 | 1,890 ( 0.00% ) | 49 594 $ | 29/04/2024 |
JoEllen L Legg active positions
| Companies | Position | Start |
|---|---|---|
| REAVES UTILITY INCOME FUND | Director/Board Member | 31/12/2021 |
Alps Distributors, Inc.
 Alps Distributors, Inc. Miscellaneous Commercial ServicesCommercial Services Part of SS&C Technologies Holdings, Inc., ALPS Distributors, Inc. provides distribution services. The private company is based in Beachwood, NJ. | Corporate Officer/Principal | - |
ALPS Portfolio Solutions Distributor, Inc.
 ALPS Portfolio Solutions Distributor, Inc. Investment Banks/BrokersFinance Alps Portfolio Solutions Distributor Inc. operates as a brokerage firm. It engages in buying and selling of securities such as stocks, bonds, and mutual funds. The company is headquartered in Denver, CO. | Corporate Officer/Principal | - |
| ALPS Series Trust | Corporate Officer/Principal | - |
| The James Advantage Funds | Corporate Officer/Principal | - |
| WesMark Funds | Corporate Officer/Principal | - |
| Stone Harbor Investment Funds | Corporate Officer/Principal | - |
Former positions of JoEllen L Legg
| Companies | Position | End |
|---|---|---|
Practus LLP
 Practus LLP Internet Software/ServicesTechnology Services Practus LLP is a virtual law firm that uses innovative technology to provide legal services to clients and attorneys. The private company is based in Leawood, KS and was founded in 2018 by John H. Lively and Robert Bob Elwood. Practus's model is designed to disrupt traditional legal practices and improve client relationships. The company's use of mobile technology and cloud-based solutions allows for a more agile infrastructure and better outcomes for clients. The testimonials and references in their press release may constitute attorney advertising and do not guarantee future results. | General Counsel | 31/12/2018 |
| REAVES UTILITY INCOME FUND | Corporate Secretary | 31/12/2015 |
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 15 |
|---|---|
Adelphia Communications Corp.
 Adelphia Communications Corp. Cable/Satellite TVConsumer Services Adelphia Communications Corp. provides telecommunication services. The company offers digital TV services over its upgraded cable systems to 1.8 million subscribers and broadband Internet access to another 1 million. The company was established in 1952 and is headquartered in Greenwood Village, CO. | Consumer Services |
| WesMark Funds | Miscellaneous |
| Financial Investors Trust | Miscellaneous |
Alps Distributors, Inc.
Alps Distributors, Inc. Miscellaneous Commercial ServicesCommercial Services Part of SS&C Technologies Holdings, Inc., ALPS Distributors, Inc. provides distribution services. The private company is based in Beachwood, NJ. | Commercial Services |
Reaves Utility Income Fund
 Reaves Utility Income Fund Investment Trusts/Mutual FundsMiscellaneous Reaves Utility Income Fund Is a closed-end management investment company. The Fund's investment objective is to provide a level of after-tax income and total return consisting primarily of tax-advantaged dividend income and capital appreciation. The company was founded on September 15, 2003 and is headquartered in Denver, CO. | Miscellaneous |
| Stone Harbor Investment Funds | Miscellaneous |
Virtus Stone Harbor Emerging Markets Income Fund
 Virtus Stone Harbor Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Stone Harbor Emerging Markets Income Fund is a closed-end management investment company, which aims to maximize total return through income on its investments and capital appreciation. Its portfolio of securities includes fixed income and other emerging instruments. The company was founded on December 22, 2010 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Stone Harbor Emerging Markets Total Income Fund
 Virtus Stone Harbor Emerging Markets Total Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Stone Harbor Emerging Markets Total Income Fund operates as a closed-end investment fund. Its investment objective is to maximize total return, which consists of income and capital appreciation from investments in emerging markets securities. The company was founded on October 25, 2012 and is headquartered in Greenfield, MA. | Miscellaneous |
| ALPS Series Trust | Miscellaneous |
Fried, Frank, Harris, Shriver & Jacobson LLP
 Fried, Frank, Harris, Shriver & Jacobson LLP Miscellaneous Commercial ServicesCommercial Services Fried, Frank, Harris, Shriver & Jacobson LLP provides legal services. Its clients include Bank of America, Dow Jones and Northrop Grumman. The company has offices in Frankfurt, Hong Kong, London, New York, Paris, Shanghai, and Washington. Fried, Frank, Harris, Shriver & Jacobson was founded in 1971 and is headquartered in New York, NY. | Commercial Services |
Patton Boggs LLP
 Patton Boggs LLP Miscellaneous Commercial ServicesCommercial Services Patton Boggs LLP provided legal services. Its practice areas included public policy, litigation, business law, administrative and regulatory, and intellectual property, each encompassing a range of specific areas of concentration. The company was founded in 1962 and headquartered in Washington, DC. | Commercial Services |
| The James Advantage Funds | Finance |
ALPS Fund Services, Inc.
 ALPS Fund Services, Inc. Investment ManagersFinance ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO. | Finance |
ALPS Portfolio Solutions Distributor, Inc.
ALPS Portfolio Solutions Distributor, Inc. Investment Banks/BrokersFinance Alps Portfolio Solutions Distributor Inc. operates as a brokerage firm. It engages in buying and selling of securities such as stocks, bonds, and mutual funds. The company is headquartered in Denver, CO. | Finance |
Practus LLP
Practus LLP Internet Software/ServicesTechnology Services Practus LLP is a virtual law firm that uses innovative technology to provide legal services to clients and attorneys. The private company is based in Leawood, KS and was founded in 2018 by John H. Lively and Robert Bob Elwood. Practus's model is designed to disrupt traditional legal practices and improve client relationships. The company's use of mobile technology and cloud-based solutions allows for a more agile infrastructure and better outcomes for clients. The testimonials and references in their press release may constitute attorney advertising and do not guarantee future results. | Technology Services |
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