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Laina Mills Joins Catholic Charities West Michigan Board of Directors
Legacy Trust Senior Portfolio Manager Laina Mills has joined the Board of Directors of Catholic Charities West Michigan (CCWM). Mills will serve a three-year term on the Board of Directors. Catholic Charities… Read More
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Legacy Trust Promotes from Within
Brian M. Balke Receives Promotion to Associate Portfolio Manager Brian M. Balke, an Investment Associate with Legacy Trust, has been promoted to Associate Portfolio Manager. Balke will now be responsible for implementing… Read More
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Senior Portfolio Manager Laina Mills in Grand Rapids Business Journal
In the news: Laina Mills joins two local professionals in a Grand Rapids Business Journal article to offer insight into recent stock market activity. Read the full article here: Grand Rapids Business Journal… Read More
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Curtis D. Ballast Joins Legacy Trust as Vice President & Operations and Compliance Manager
Curtis D. Ballast has joined Legacy Trust as Vice President & Operations and Compliance Manager. In his new role with the Grand Rapids investment and wealth-management services provider, Ballast will have primary… Read More
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Virginia Umlor Joins Legacy Trust as Accounting Associate
In her new role with the Grand Rapids investment and wealth-management services provider, Umlor is responsible for the administration of all accounting based activity for the corporation and family office clients. She… Read More
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Carl Erickson Joins the Legacy Trust Board of Directors
Carl 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… Read More
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C-Connect: A New Online System for Clients
We are excited to announce a new online system for our clients. To keep pace with your expectations, Legacy Trust is offering a new web experience called C-Connect. This web-based solution is… Read More
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Stephanie Erhardt Joins Legacy Trust as Sales and Marketing Manager
In her new role with the Grand Rapids investment and wealth-management services provider, Erhardt will be responsible for facilitating business development activities, building company brand and market awareness, overseeing lead generation and… Read More
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Thomas M. Blower Joins Legacy Trust as Senior Wealth Planner
In his new role with the Grand Rapids investment and wealth-management services provider, Blower will provide sophisticated financial planning solutions, retirement income strategies, estate planning, investment portfolio management and related services for… Read More
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Quan Mac Joins Legacy Trust as Managing Director of Family Office Services
In her new role with the Grand Rapids investment and wealth-management services provider, Mac will primarily be responsible for managing the anchor relationships of Legacy’s Family Office platform. She will provide thought… Read More