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Erickson_Carl-2014Carl Erickson, CEO of Atomic Object, has joined the board of directors for Legacy Trust and the Legacy Trust Holding Co.

Erickson brings more than two decades of leadership and management experience at one of West Michigan’s leading technology companies to his new role with Legacy Trust, an independent, locally owned trust bank focused on wealth management.  He joins an 11-member board of business leaders and executives within the greater Grand Rapids area.

“We are very happy to welcome Carl to his new role with Legacy Trust,” said William Walker, CEO of Legacy Trust.  “His experience in leadership and innovation will be an asset to our board, employees and clients.”

“Carl places tremendous value on teaching and learning practices in organizations, which has proven to be very successful.  I anticipate we can learn considerable amounts from him as Legacy Trust continues to grow and thrive.”

Erickson is an experienced investor. He serves on the investment committee for Invest Michigan! and as managing director of Tappan Hill Ventures, a boutique venture capital firm in Ann Arbor focused on disruptive software investments. He is a member and director of Grand Angels, a regional investment group that offers mentoring paired with relatively patient capital fund exit strategy and a vision of growing new Michigan companies. Erickson has been an investor in and board member of Varsity News Network, Mock Draft Central, Blue Medora and Local Orbit.

Erickson co-founded Atomic Object in Grand Rapids in 2001. The company designs and develops custom web, mobile and embedded software products. In 2012, Atomic Object opened an office in downtown Detroit and in 2013 acquired SRT solutions in Ann Arbor.

Atomic Object clients span many industries, including consumer goods, automotive, financial services, health care, furniture, education, government, nonprofit, technology and tech start-ups, entertainment, technology and agriculture. Clients include Bloomfire, Domino’s, Herman Miller, Van Andel Education Institute, Gentex, the City of Grand Rapids, Deluxe, Steelcase, John Deere and Priority Health.

In addition, Erickson co-founded and serves on the board of Blue Medora, LLC, a software development company that focuses on information technology monitoring and management. He currently serves as chief technology officer of Local Orbit, a technology platform that enables institutions and restaurants to efficiently purchase from local farmers, food makers and aggregators. He is founder and immediate past president of SoftwareGR, a nonprofit trade association dedicated to improving the competitiveness of Michigan’s software development community. Erickson serves on the Grand Valley State University Computing and Information Systems Advisory board.

“I am very pleased to be serving on the board of Legacy Trust,” Erickson said.  “As a local business, Legacy provides jobs, reinvests in our community and gives back philanthropically. At the same time, it focuses on ensuring other local family-owned businesses continue to thrive in West Michigan. I am looking forward to working with the board, Bill and his team.”

Prior to launching Atomic Object, Erickson worked as an associate professor at Grand Valley State University and as an adjunct lecturer in data communication and software craftsmanship at Uppsala University in Uppsala, Sweden. He also served as vice president of development at Deltamode, Inc.

Erickson holds a bachelor of science in electrical engineering from Purdue University and a master of science and doctorate in computer engineering from Michigan State University.

A native of Michigan, Erickson currently resides in East Grand Rapids with his wife, Mary O’Neill.

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.


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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