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
Portfolio Manager and Wealth Advisor.

In his new role, Balke will continue to serve as a member of the Legacy Trust Investment Team and will
be responsible for crafting and implementing the firm’s investment strategy. He will also work with
clients on the execution of their individual wealth plan, ensuring their personal objectives are being
achieved and their financial goals are within reach.

“I’m grateful for the opportunity to expand my responsibilities at Legacy Trust and continue to work
with our clients and shareholders,” said Balke. “Legacy Trust is an extraordinary firm that delivers highly
personalized investment and wealth management counsel. I’m proud to be associated with that type of
elite professional service.”

In addition to his industry-related activities, Balke is also active in the Grand Rapids community. He is
involved in the West Michigan Planned Giving Group, the Heart of West Michigan United Way, and the
Economic Club of Grand Rapids.

“Brian is a strategic and insightful advisor who has worked very successfully with some of our largest
clients for much of his time with the firm,” said Tracey Hornbeck, president & CEO of Legacy Trust. “His
professionalism, knowledge of market trends and dedication to personal service will continue to be a
valuable asset for our investors and their families.”

Balke possesses both the Certified Financial Planner (CFP) and the Certified Investment Management
Analyst designation. He has served in a variety of investment management and wealth advisor positions
since joining the firm in 2012.