David R. Bauman
Trust Investment Officer
Dave has been a member of Legacy's investment team since joining
the company in 2010. He is a longtime resident of the Fox
Valley, having grown up in Appleton and earning his undergraduate
degree from Lawrence University. Dave moved to Madison
immediately afterwards, earning his law degree and MBA from the
University of Wisconsin. He gained a significant amount of
insurance and investment experience while working as a financial
representative with Northwestern Mutual for eight years before
moving back to the Valley.
Dave enjoys a wide range of activities outside of work,
particularly swimming, golf and football, and playing armchair GM
for the Packers. He is very well-read and enjoys listening to
a wide range of music, having played the french horn in collegiate
and community ensembles for twenty-five years. Dave is a
movie fanatic, and has probably seen it.
He is a member of the Neenah Rotary Club and is a board member
with Friendship Place, a non-profit outreach program for people
with mental illness. With Legacy, Dave benefits clients with
his background in individual portfolio management, investment
strategy, and estate planning.
You can contact Dave at 920.967.5066 or firstname.lastname@example.org.