-
Do I Need an Estate Plan? Time to Grow up and Deal with Your Stuff.
Do I need an estate plan? The answer is simple.Are you an adult? Do you have stuff? Then you need an estate plan.The real question is: “What is the right estate plan… Read More
-
Business and Community Leader, Larry Andrus, Joins Legacy Trust Board of Directors
Grand Rapids, Mich. (September 12, 2023) – Legacy Trust, the largest private trust bank headquartered in Grand Rapids, is pleased to announce the appointment of Larry Andrus to its Board of Directors. Mr…. Read More
-
Fitch Downgrade
Fitch downgrade of US debt is more of an indictment of the dysfunction in Washington than a real worry about the credit worthiness of the US. On Tuesday, Fitch became the latest… Read More
-
July FOMC Meeting
Greg Barshied, Associate Portfolio Manager, discusses highlights from today’s FOMC Meeting that saw a 25bp hike, in-line with expectations.
-
Legacy Trust promotes Brian Balke to Senior Portfolio Manager and Wealth Advisor
Grand Rapids, Mich. (July 18, 2023) – Legacy Trust, the largest private trust bank headquartered in Grand Rapids, announced today the appointment of Brian Balke to the position of Vice President, Senior… Read More
-
Legacy Trust Names Steven Doorn Chief Investment Officer
Grand Rapids, Mich. (June 29, 2023) – Legacy Trust, the largest private trust bank headquartered in Grand Rapids, announced today the appointment of Steven A. Doorn, CFA, as Chief Investment Officer. Doorn… Read More
-
JOB POSTING – Senior Portfolio Manager
SENIOR PORTFOLIO MANAGER with BUSINESS DEVELOPMENT Position Summary The Senior Portfolio Manager is responsible for the management of client portfolio assets within their established investment objectives and the firm’s investment strategy. This… Read More
-
JOB POSTING – Associate Portfolio Manager
ASSOCIATE PORTFOLIO MANAGER Legacy Trust Position Summary The Associate Portfolio Manager is responsible for the management of client portfolio assets within their established investment objectives and the firm’s investment strategy. This position’s… Read More
-
Legacy Trust’s Tracey Hornbeck Appointed to the Board of Directors for the Grand Rapids Chamber of Commerce
Tracey Hornbeck, president and CEO at Legacy Trust, has been selected to join the Board of Directors for the Grand Rapids Area Chamber of Commerce. The Chamber is the largest and most… Read More
-
Steve Doorn Featured In GRBJ – ‘Most Anticipated Recession’ Might Still Be Far Off
In the News: Steve Doorn, Director of Portfolio Management, discusses the Most Anticipated Recession with the Grand Rapids Business Journal. Read the Full Article Here: Most Anticipated Recession – GRBJ