In News

Legacy Trust Grows Team, Adds Research Associate
Former Citigroup associate joins West Michigan organization

GRAND RAPIDS, Mich. (Oct. 10, 2019) – Grand Rapids based Legacy Trust today announced the
addition of an equity research associate to its team of investment experts. Greg Barshied comes
to West Michigan from New York City, where he worked for a global investment bank in their
markets division. He will serve as a member of the Legacy Trust investment strategy team,
providing research and insight that will contribute to the firm’s strategic investment plan.

“We are excited to have an associate of Greg’s level and experience joining Legacy Trust,” said
Tracey Hornbeck, Legacy Trust President and CEO. “His expertise will, among other things,
support the company’s proprietary Core Equity strategy.”

Before relocating to Grand Rapids, Barshied spent six years with Citigroup’s Institutional Clients
Group. In that role, he helped investors access and transact in equity capital markets. Barshied
graduated from Boston College and is a CFA Level III Candidate.

“Greg is a strong addition to Legacy Trust’s investment strategy team,” said Laina Mills, Legacy
Trust Chief Investment Officer. “His insights and experience are an extraordinary benefit to our

The addition of the research associate position will support the firm’s continued growth and
overall strength. Legacy has been named one of West Michigan’s Best and Brightest Companies
to Work For© the last two years. “We continue to strategically add to our staff; our vision is to
be the wealth management and fiduciary service provider and employer of choice in the
markets we serve” added Hornbeck.

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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