Legacy Wealth Advisors is comprised of experienced financial services professionals with a diverse set of strengths and specialties. Our team is founded upon principles of hard work, honesty and excellence in client service.

Eugene L. Frenkel

Eugene Frenkel is the Chief Executive Officer of Legacy Wealth Advisors. With a deep background in financial services, Eugene co-founded Legacy to focus on the complex needs of ultra high net worth individuals and their families. Eugene works to match Legacy’s service approach to a select clientele. He works with the Legacy team to identify clients and develop long-term planning strategies and investment portfolios that align with their values, aspirations and risk tolerance. Prior to founding Legacy Wealth Advisors, Eugene began his finance career with one of the world’s largest tech focused private equity firms. He moved into the private banking and investment management space with a specific focus on working with ultra high net worth families. Eugene earned his Master of Business Administration degree in International Business and Marketing from the University of Miami, as well as a Bachelor of the Arts degree in Economics from the University of Florida. Eugene is active in various philanthropic endeavors, including serving as a director of the Finker Frenkel Family Foundation. He is a board member and executive committee member for the Make-a-Wish Foundation’s South Florida chapter, The University of Miami School of Business, as well as the Mt. Sinai Medical Center Foundation. In his free time, he enjoys traveling and spending time with his family.

Jason Hathaway

Jason Hathaway is the Chief Investment Officer at Legacy Wealth Advisors. Jason brings more than 15 years of experience in public equity, private equity, and venture capital investing to the team. He focuses primarily on sourcing and evaluating private investment opportunities across all stages and sectors, including direct investments into private companies as well as institutional fund opportunities, such as private equity, venture capital, hedge funds, and structured products. Previously, Jason spent almost a decade at Williams Capital Advisors, LLC, a boutique investment bank based in Palo Alto, CA. As a Partner at the firm, he was responsible for all aspects of deal sourcing, due diligence, negotiation, structuring, and definitive documentation, and completed M&A and financing transactions across a wide range of industries. Prior to joining WCA, Jason was an investment professional at Levine Leichtman Capital Partners, a private equity firm based in Los Angeles, where his responsibilities included structuring debt and equity transactions, investment due diligence, and providing strategic guidance to portfolio companies. Earlier in his career, he also held investment banking roles at The Royal Bank of Scotland (Leveraged Finance Group), Lehman Brothers (Financial Institutions Group), & Piper Jaffray (Consumer M&A Group). He holds a B.A. in Economics from Pomona College. Jason also holds a variety of securities licenses, including Series 7, 24, 63, 65, and 79.

Jeff Rehm

Jeff Rehm is a Partner and Director of Investments for Legacy Wealth Advisors at HighTower. His more than 20 years of capital markets and financial services experience attribute to Jeff’s ability to construct strategic allocations and perform deep investment analysis of client portfolios.. Jeff focuses on the development of balanced portfolio strategies that are designed to help clients attain their goals while minimizing risk. Prior to Legacy Wealth Advisors, Jeff was a Senior Wealth Advisor at a boutique private bank in South Florida. He began his career on Wall Street with Liberty Brokerage, an institutional bond trading firm, before transitioning to Lehman Brothers equity and convertible sales trading desk. Jeff has substantial offshore investment experience trading global equity with a Singapore-based hedge fund. Additionally, he has served as an Investment Analyst at Lydian Private Bank. Jeff has a Bachelor of Science degree in Financial Economics and Biology from Fordham University. He also holds the Series 7 & 66 license.

Robert M. Hebble

Robert M. Hebble is the Director of Wealth and Estate Planning for Legacy Wealth Advisors. With more than 25 years of legal experience in estate, gift and income tax planning, Bob is committed to helping individuals and their families prepare for the future. Bob is responsible for providing guidance to affluent and high- net-worth clients, their families and their businesses. He works with clients to create estate strategies that focus on tax- efficiency, philanthropy and wealth preservation. Prior to Legacy Wealth Advisors, Bob served as Chief Fiduciary Officer and Director of Estate Planning of two Miami-based regional private banks. Previously, he was the Founder and Principal of a boutique law firm located in New York City. He represented and acted as counsel to high-net-worth families, their businesses and family offices. Such matters included gift and estate planning, business succession planning, charitable planning and planning for wealth protection. He has served in numerous instances as Trustee, executor and board member of private foundations and other entities. Bob earned his Master of Laws degree in Taxation from New York University School of Law. He also earned his Juris Doctorate degree from Boston University School of Law, as well as a Bachelor of Science degree from the University of Wisconsin-Madison. Bob is a frequent speaker to professionals and clients on various planning and tax subjects. Previously, he was admitted to the New York, New Jersey and Georgia state bars and the United States Tax Court. He is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council of Greater Miami.

Lane DeCost

Lane DeCost is the Chief Investment Strategist for Legacy Wealth Advisors. He brings more than 35 years of experience in financial, economic, and market analysis to the team. Lane also has deep experience in working with high net worth individuals and their families to develop customized investment strategies to meet their specific and complex needs. Lane focuses on the analysis of global economies and financial markets to support the development of asset allocation strategies to ensure our investments align with clients’ and their families’ values and long-term goals. Additionally, he assists in the analysis of investment vehicles and investment managers the team utilizes to implement client portfolios. Prior to Legacy Wealth Advisors, Lane served as Senior Vice President and Director of Investments at Gibraltar Private Bank. He has also held positions as a Chief Investment Officer, Senior Portfolio Manager, Economist, Financial Analyst, and Research Analyst. Lane completed his Master of Arts and Bachelor of the Arts degrees in Economics from Virginia Commonwealth University. Lane also holds the Chartered Financial Analyst® (CFA®) designation.

Aaron Newman

Aaron Newman is the Director of Operations at Legacy Wealth Advisors. With a background in operations, business analysis and project based work, Aaron’s role integrates the financial and operational components of our advisory business. Aaron focuses on client service delivery and works with the team and its clients to execute on investments that align long term financial goals with proper strategic allocations. He is also responsible for managing our custodial and reporting relationships. After working as a consultant for a large international organization and subsequently for a US based HRM Software Company, Aaron joined Legacy in 2015. He earned his Master of Business Administration degree from the University of Miami, as well as a Bachelor of Science degree in International Business and Japanese from San Jose State. Aaron is an active volunteer with Feeding America and is involved in KIVA, an organization that facilitates the provision of Micro-financing to entrepreneurs in developing and undeveloped countries.

Raul Cabrera

Raul Cabrera is the Lifestyle Management Director at Legacy Wealth Advisors. Providing lifestyle and concierge services to wealthy individuals and families, Raul works with our clients and their advisors to deliver a variety of bespoke services tailored to their preferred level of assistance and personal requirements. Prior to joining Legacy in 2015, Raul worked as a private Personal Assistant to a prominent South Florida family. He began his career in hospitality working at a high-end boutique hotel in Miami Beach. Raul brings substantial experience in Travel and Destination Management, Entertainment, Health & Wellness, Physical Asset Management, and overall client lifestyle management. Raul holds a degree in Business Administration from Miami-Dade College. Raul is also an active volunteer with many charitable organizations, including the Make-a-Wish Foundation, Best Buddies International, and Hope for a Healthier Humanity.

Thomas Moriarty

Thomas Moriarty is a Senior Wealth Strategist for Legacy Wealth Advisors. Possessing a keen analytical background, he has worked in the financial services industry for eight years and holds a Certified Investment Management Analyst® designation administered by the Investments & Wealth Institute (formerly IMCA). He has been exposed to a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors.

Prior to joining Legacy Wealth Advisors, Thomas was a Senior Investment Analyst at a boutique financial institution, based in South Florida, which focused on servicing high net worth individuals within the community. During his time there, he focused on crafting tailored financial plans and investment solutions, incorporating the client’s liquidity needs, time horizon and risk profile. Additionally, he was instrumental in the manager due diligence process and asset allocation construction.

Thomas earned his Bachelor of Science degree in Finance from the University of Florida and is currently a candidate for the Certified Private Wealth Advisor® designation. Having started his career at an international bank in Nicaragua, he has a working proficiency in Spanish.