For Immediate Release
Contact: Bill Walker
Legacy Trust, 616.454.2852
Mary Ann Sabo
Sabo Public Relations, 616.485.1432
Tom Werkman Joins Legacy Trust as Chief Operating Officer
Grand Rapids, Michigan, April 16, 2014 – Legacy Trust today announced that Tom Werkman has joined the organization as its first chief operating officer.
In his new role with the Grand Rapids investment and wealth-management services provider, Werkman will be responsible for leading Legacy’s strategic growth plan and ensuring key objectives are met. He will work closely with CEO William Walker in overseeing corporate administration functions while leading business development initiatives and promoting the distinctive characteristics and capabilities of Legacy Trust. He will also take a lead role in the administration of the Family Office division.
“We are so pleased to welcome Tom to Legacy Trust in the new role of COO,” Walker said. “He brings decades of solid management experience and finance expertise to our firm that will allow us to accelerate our growth trajectory. Tom will be key to enhancing initiatives focused on business development, recruiting and retention, administrative and management that will position us for success over the next decade.”
Werkman brings more than 20 years of experience in business development, banking, client relationship management and related leadership experience to his new role. Prior to joining Legacy Trust, he served as senior vice president and Grand Haven market manager for The Bank of Holland. Werkman spent more than a decade at The Bank of Holland, serving in roles of increasing responsibility from loan management to developing new products to launching a new market office.
He is also a partner and president of the Pere Marquette River Lodge in Baldwin, the only platinum level Orvis dealer and endorsed fishing lodge in the Midwest.
Werkman has broad banking and investment experience and also served as chief risk officer for North Star Financial Group, as business banking officer for Old Kent Bank, as credit officer for Grand Haven Bank and as an investment advisor at Hilliard Lyons.
Werkman holds a bachelor’s degree from Hope College. He serves as an Ottawa County Parks commissioner and is a member of the North Ottawa Housing Coalition. He has also served on the Holland Area Arts Council, the Outdoor Discovery Center and the Macatawa Greenway.
A native of Holland, he currently resides in Grand Haven with his wife, Melissa, and their four children.
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. For more information, visit us at www.legacygr.com.
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