Legacy Trust senior vice president and chief investment officer named national 40 under 40 winner
Laina Mills, CFA, CFP, will be inducted into the 2021 class of recipients this December
GRAND RAPIDS, MICH – December 4, 2020 – Legacy Trust Senior Vice President and Chief Investment Officer Laina Mills, CFA, CFP, was selected as a winner of the 40 Under 40 Wealth Management Award by the American Bankers Association. Mills is the only member of the Grand Rapids community on the list and one of two recipients from Michigan.
The award recognizes wealth management and fiduciary professionals nationally who are committed to the highest standards of achievement at work and in their communities. Honorees are chosen based on a list of criteria including their academic training, personal integrity, professional and community service, and leadership skills.
Mills joins the 2021 class of winners who will be announced and honored at the 2021 Wealth Management and Trust Conference hosted by ABA. ABA is a champion for the banking industry providing education, advocacy, tools and insights its members need to succeed.
Mills’ wealth management career spans 17 years. She began with Legacy Trust, in 2009. In her current role she leads the development, execution and oversight of the company’s investment philosophy and asset management strategies. This includes asset allocation guidelines, tactical positioning, portfolio construction, and investment policy design. She also directly manages key individual and family office portfolios, working alongside the firm’s wealth management staff to deliver investment solutions that are customized to meet client needs.
Throughout her successful wealth management career, Mills has been an involved member of the West Michigan community. She serves on a number of community boards including the Frederik Meijer Gardens & Sculpture Park, Downtown Market Grand Rapids, Opera Grand Rapids, and Catholic Charities West Michigan. She also served as a committee member for the St. Cecilia Music Center and a member of the Association for Corporate Growth West Michigan.
Mills’ wealth management career before Legacy Trust included positions with Summit Investment Guidance Partners and UBS. She is a chartered financial analyst and certified financial planner.