In News

Brian M. Balke Receives Promotion to Associate Portfolio Manager
_TJH7119-Brian-Balke_1Brian M. Balke, an Investment Associate with Legacy Trust, has been promoted to Associate Portfolio Manager.

Balke will now be responsible for implementing the Legacy Trust investment strategy, and will serve as portfolio manager on select client relationships. He is responsible for performance reporting, third party manager research and monitoring, and provides analysis on current economic and market data.

“Brian has continuously sought to expand his knowledge base to better serve our clients on both investment and planning matters,” said Bill Walker, CEO of Legacy Trust.

Prior to his current position at Legacy Trust, Balke joined the team as an Operations Associate for one year before being moved to Investment Associate, and in due course was promoted to Associate Portfolio Manager. He began his career in the Speedway Leadership Program, where he focused on management proficiency and user service.

Balke holds a Bachelor of Science degree from University of Dayton in Ohio and is currently pursuing the Certified Financial Planner™ certification. He volunteers his time at Kids’ Food Basket, Family Promise, and is a committee member at the Legacy Trust Award Collection.

Hunter E. Lewis Receives Promotion to Senior Research Analyst, Earns CFA® Designation
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Hunter E. Lewis, an Investment Analyst with Legacy Trust, has been promoted to Senior Research Analyst and now holds the Chartered Financial Analyst® designation.

Lewis is responsible for all fundamental equity research, analysis, and portfolio construction recommendations for the Legacy Trust Core Equity Strategy. Additionally, Lewis assists senior portfolio managers in the development of the firm’s overall investment strategy and trading, while also serving on the internal investment committee. His passion for understanding businesses and competitive forces worldwide allows for substantially better investment decisions to be made within both the Legacy Trust Core Equity Strategy and in the firm’s overall investment strategy.

He joined Legacy Trust in 2014 and has previously served as an Investment Analyst.

Lewis recently secured CFA® designation, which ensures that an analyst has demonstrated a commitment to the highest standards of professionalism. The CFA® program connects academic theory with current practice and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills.

“Hunter has worked diligently to build his investment expertise,” said Bill Walker, CEO of Legacy Trust. “His ownership of the Legacy Trust Core Equity strategy has been invaluable to our investment team and to our clients and we are very pleased to promote him to Senior Research Analyst.”

“We are also very pleased that Hunter has earned the CFA® designation, which demonstrates a true commitment to professional excellence by promoting high ethical standards and financial market integrity.”

Lewis began his career with Merrill Lynch as a Wealth Management Assistant. He later joined GAIN Capital, working in Global Risk Management before joining Legacy Trust as a Research Analyst.

Lewis holds a Bachelor of Business Administration degree from Grand Valley State University. He volunteers his time as a Board Director of CFA Society West Michigan.

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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