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Experienced financial services leader and CFO Tracey Hornbeck has joined Legacy Trust as chief financial officer and chief operating officer.

In her new role with the Grand Rapids investment and wealth-management services provider, Hornbeck will be a key member of the executive team, providing leadership in the execution of Legacy Trust’s strategic growth plan. She will lead all aspects of trust operations, corporate and bank compliance, information technology, human resources, audit, accounting and financial reporting.

“Tracey brings Legacy Trust to a new level with the depth and breadth of her experience and qualifications,” said William Walker, president and CEO. “We are very fortunate to have her join our leadership team in this new and expanded role. Her voice and unique experience will be invaluable as we continue to grow.

“Tracey brings an entrepreneurial spirit to Legacy Trust. She is deeply rooted in West Michigan community and brings an incredible understanding of, and connections with, our community. We are delighted to welcome her to our team.”

Hornbeck brings more than two decades of financial leadership and operational experience to Legacy Trust. She joined Old Kent Bank in 1996, working her way to regional chief financial officer and senior vice president of Fifth Third Bank. In this role, she served as strategic advisor to the executive team and had multi-state oversight for more than $16 billion in assets and more than 3,000 employees in Michigan, Indiana, Missouri and Northwest Ohio.

During her tenure at the bank, she had responsibility for over $1 billion in revenue across multiple lines of business in a broad sector of industries. Hornbeck has experience in strategic planning, forecasting, talent development, risk management and customer relationship management.

Her achievements have earned her recognition as a Top Woman in Finance, YWCA Woman of Achievement, Inforum Inner Circle Thought Leader and 40 Under 40 by the Grand Rapids Business Journal, among other notable recognitions.

Prior to Fifth Third, she was an investment analyst for Jackson National Life Insurance Co. in Lansing.

Active in the community, Hornbeck serves as secretary of the John Ball Zoo Board and on the board of the West Michigan Center for Arts and Technology. She also volunteers with mentoring, STEM for Girls and Forest Hills Public Schools.

Hornbeck earned a bachelor of arts in accounting from Michigan State University. A native of Muskegon, she resides in Ada with her husband, Jon, and their three sons, Jacob, Matthew and Ryan.

About Legacy Trust

Legacy Trust is an independent, locally owned, Michigan-chartered bank that specializes in providing investment and wealth management services to individuals, families, foundations and non-profits in West Michigan.  Legacy Trust delivers highly customized financial and investment solutions tailored to meet the unique situation of each client.

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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