Ren Epperly, CFA, MBA

Director of Client Service, Shareholder

Ren joined Legacy in the summer of 2017 after working for 3 years at Hawthorn, PNC’s Family Office. He reviews client goals and objectives and then implements appropriate investment strategies to meet them.

Ren joined Legacy in the summer of 2017 after working for 3 years at Hawthorn, PNC’s Family Office. He reviews client goals and objectives and then implements appropriate investment strategies to meet them.

A family man and a sports fan…

When not in the office, Ren spends his time with his wife, a physician at St. Jude Childrens’ Research Hospital, his son, Elijah and his daughter, Isabel. He is an avid Chicago Cubs and Iowa Hawkeyes fan and enjoys snow skiing and CrossFit.