Legacy News

July 2014

Legacy Private Trust Announces the Addition of Three Staff Members

Neenah, Wis., - Legacy Private Trust Company, an independent, closely-held trust and investment advisory firm located in Neenah, Wisconsin, announced today the addition of three new staff members to accommodate the significant growth in investment management and trust business that Legacy has experienced throughout the Fox Valley Region and southern Wisconsin.

Kelly J. O'Shea and Sarah A. Holzheu have been hired as Client Representatives. Ms. O'Shea has more than 20 years of administrative experience in various industries including executive recruiting, insurance, financial planning and tax preparation. Ms. Holzheu brings more than 10 years of experience as a sales and account relationship representative for an international customer-management company. As client representatives, both Ms. O'Shea and Ms. Holzheu will be helping clients with ongoing administration of their trust, retirement and investment accounts. "Both Kelly and Sarah bring a wealth of client relationship experience from different industries that we know will bring fresh perspectives and further enhance our client servicing and overall operational processes," said Legacy Private Trust Company President Michael B. Mahlik. "We are excited to bring their professionalism and enthusiasm to continue our high level of personal service to the clients that Legacy is privileged to serve."

Ranee H. Bahn has joined Legacy as Audit and Compliance Officer and has more than 18 years of experience in various trust positions. She will use her background in client servicing and compliance in trust and banking management to direct Legacy's audit and regulatory compliance activities. Bahn previously completed Personal Trust School at Cannon Financial Institute and is currently obtaining her Certified Fiduciary and Investment Risk Specialist™ (CFIRS™) designation through Cannon. "Ranee's expertise in internal process evaluation and vast knowledge of regulatory and compliance matters will enhance Legacy's ability to proficiently manage the continued expansion and growth of our company," said Legacy Executive Vice President Joseph E. McGrane.

"We are delighted to have added Kelly, Sarah and Ranee to our Legacy team of superior professional staff and look forward to further staff additions as our business continues to grow and expand," Mahlik further commented. "We look forward to continued staff additions throughout this year and opportunities remain throughout Wisconsin for qualified candidates in the areas of investment and relationship management, as well as business development."

About Legacy Private Trust Company

Legacy Private Trust Company is an independent, closely-held trust company and among the region's preferred wealth advisory firms with assets under management approaching $900 million. Headquartered in Neenah, Wis., Legacy operates with a bank charter that was established in 2004 by the state of Wisconsin. With a team of 28 highly credentialed and experienced professionals, and a proven record of exceptional wealth management services for its clients, the company offers personalized trust and investment services to individuals, families, businesses and non-profit organizations. For more information, please call Legacy at 920-967-5020.

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