Legacy Trust, the largest private trust bank headquartered in Grand Rapids, has hired Andrew Otten as an Associate Portfolio Manager for the firm.
In his new role, Otten will be responsible for the management of client portfolio assets within established investment objectives. Those objectives are established in collaboration with our clients to ensure we deliver a customized wealth management plan that meets the client’s specific goals. Otten will also join senior members of the Legacy Trust team on the investment committee, contributing insight into market trends, portfolio alignment and asset allocation.
“I’m thrilled to join the talented and experienced team at Legacy Trust,” said Otten. “This firm specializes in providing customized financial planning to match the specific financial needs and dreams of its customers. It’s a rare, personalized approach that helps the firm deliver the best possible outcomes for its clients and their families.”
Otten brings several years of investment and financial management experience to his new role. He most recently served as an associate portfolio manager with Macatawa Bank. Prior to that, he worked in the mortgage processing division at Fifth Third Bank.
Otten received a Bachelor of Business Administration from Grand Valley State University and he is currently working towards his Chartered Financial Analyst certification. He is a native of Caledonia, Michigan and now resides in Holland, Michigan with his wife and daughter.
“We are pleased to add Andrew to our team of advisors,” said Tracey Hornbeck, President and CEO of Legacy Trust. “He’s a knowledgeable and experienced financial analyst who will further strengthen our ability to deliver top-notch service our clients.”