Legacy Trust Names Steven Doorn Chief Investment Officer


Steven Doorn

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 joined Legacy Trust in 2017 and brings more than 30 years of banking and wealth management
experience to the position. He is a Chartered Financial Analyst who previously served as Senior Vice
President and Director of Portfolio Investment for Legacy Trust.

“Steve has played a key role in developing investment strategy for our firm and has been a valuable
member of the advisor team over the past six years,” said Tracey Hornbeck, President and CEO of Legacy
Trust. “His ability to monitor market trends and position our clients for success has been essential to our
investment performance.”

In his new role, Doorn will lead and oversee the development and execution of Legacy Trust’s
investment philosophy and asset management strategies. Additionally, he will manage key individual
and family office portfolios, and work with the firm’s wealth management staff to deliver investment
solutions that are customized to meet the financial needs of each individual client. Doorn will also serve
as a member of the firm’s executive team.

“I’m grateful to work for such an outstanding firm and for the opportunity to serve in this new role,”
said Doorn. “Legacy Trust has long been a leader in providing customized financial planning, wealth
management and estate planning services for its clients. Its professional reputation is built on customer
service, experience and investment outcomes. I’m honored to be a part of such an exemplary team.”
Doorn replaces Laina Mills who recently resigned from Legacy Trust in order to spend more time with
her family.

“Steve’s promotion to Chief Investment Officer speaks to the depth of professional experience that has
been developed under Tracey’s leadership at Legacy Trust,” said Steven Heacock, Board Chair. “Steve
has distinguished himself as a savvy and strategic financial advisor during his time with the firm. His
work has been vital to the growth of Legacy Trust and the performance of our client’s portfolios. We’re
fortunate to have such an experienced person ready to step in.”