Gavin has over a decade of experience at Legacy Trust and currently serves the Investment Team in the role of Performance Analyst, evaluating third party managers, asset allocation and providing detailed portfolio reporting to the internal team and to the firm’s clients. Additionally, he is responsible for analyzing firm-wide financial data and for preparing reporting for the internal leadership team as well as the firm’s Board and regulators. As a member of Legacy Trust’s Engagement Committee, he helps organize volunteer and employee events for the office.
Experience
Legacy Trust, 2014 – present
Gain Capital, 2011 – 2013
Certification
Certified Investment Management Analyst®
Education
B.S., Central Michigan University
Community Involvement
Kids Food Basket – Volunteer
AYSO – Assistant Coach