Legacy News

December 2014

Legacy Private Trust Announces David W. Trotter Has Earned the Prestigious Chartered Financial Analyst Designation

Neenah, WI - Legacy Private Trust Company, an independent, closely-held trust and investment management firm located in Neenah, Wisconsin, announced today that Legacy employee David W. Trotter has earned the prestigious Chartered Financial Analyst® (CFA®) designation.

The CFA Program, which is administered by CFA Institute, the global non-profit association of investment professionals, sets a standard that is acknowledged around the world as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals. Recipients of the CFA charter have successfully completed the graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years.

Trotter has been with Legacy since 2012 as a trust and investment officer, managing client portfolios as a member of Legacy's investment management team. He began his focus on asset management and financial analysis while completing his Bachelor of Science degree in finance in Marquette's Applied Investment Management Program. Prior to joining Legacy, he served as a vice president at an investment management firm in Milwaukee, managing portfolios for institutional and high-net worth clients. "David's a uniquely and uncommonly thoughtful and mature young man and has shown Legacy clients that he is experienced beyond his years," commented Legacy president Michael B. Mahlik. "His intelligence, dedicated work ethic and enthusiastic attitude have made him a very valuable and respected part of the Legacy team." In addition to the CFA® designation, Trotter also holds a Chartered Alternative Investment Analyst® (CAIA®) designation, a rigorous, self-study program for finance professionals seeking deep knowledge and expertise in alternative investments.

"We congratulate David on achieving of both these highly regarded designations and appreciate all his contributions as a member of Legacy's superior professional staff," Mahlik further commented.

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 29 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.

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November 2014

Legacy Private Trust Announces Staff Addition

Neenah, WI - Legacy Private Trust Company welcomes the addition of Matthew J. Linn as Trust/Financial Advisor. Legacy, an independent, closely-held trust and investment management firm is headquartered in Neenah, Wisconsin.

Mr. Linn joins Legacy as an experienced attorney who has handled multi-faceted concerns for his former clients including business planning, trust and estate planning and real estate negotiations. He earned his juris doctor from William Mitchell College of Law in St. Paul, Minnesota and also holds a BBA and an MBA from the University of Wisconsin - Milwaukee. In his role with Legacy, Mr. Linn will guide and advise clients and their families to help them manage the complex financial strategies associated with growing, preserving, and transferring wealth to the next generation.

"Matt has extensive experience nurturing client relationships through sensitive and complicated issues. We know he will instill confidence and trust in the clients he will serve with Legacy," said Legacy Private Trust Company Executive Vice President Joseph McGrane. "Adding Matt's demonstrated professionalism and varied experiences will add depth to our roster of trust and financial advisors. We are thrilled that Matt will enhance our level of personal service to the clients that Legacy is privileged to serve."

About Legacy Private Trust
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, Wisconsin, Legacy operates with a bank charter that was established in 2004 by the state of Wisconsin. With a team of 29 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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August 2014

Legacy Private Trust Announces the Addition of New Board Members

Neenah, WI - Legacy Private Trust Company, an independent, closely-held trust and investment management firm located in Neenah, Wisconsin, announced today that two new members have been elected to serve on the company's Board of Directors. Frederick W. Merizon and Paul A. Klister were officially installed in June and will assume their positions effective immediately.

As president and general manager of Modern Business Machines (MBM) for over 20 years, Frederick (Fritz) Merizon has a notable track record of increasing productivity and developing a business model that lead to great strides in overall growth and profit margins during his tenure. "Fritz brings a wealth of experience in developing business strategies that have brought great success in his career with MBM and we hope to tap into these skills as we continue to our mission of providing outstanding trust and investment services to our clients throughout the Fox Valley Region and southern Wisconsin," commented Legacy president, Michael B. Mahlik.

Additionally, Legacy welcomes Paul Klister, a former practicing attorney who attained his juris doctor from Hamline University.  As an owner-principal of real estate development company Commercial Horizons, Klister has served as president and lead developer at the company for over 17 years. "As a successful developer with a wide-range of experience in commercial, retail and office space projects, Paul knows the make-up of this region and the opportunities it holds. We are delighted that Paul will lend his expertise as we expand our business to areas outside the Fox Valley," said Mahlik.

Both Merizon and Klister have devoted considerable efforts towards area organizations dedicated to community outreach and quality education. As a life-long resident of Neenah, Merizon has been on the boards of organizations such as the Community Clothes Closet, Future Neenah Incorporated and a member of the College of Business Advisory board for the University of Wisconsin - Oshkosh, his MBA alma-mater. Klister has participated as board member of the Boys and Girls Club of the Fox Valley, Theda Care board of trustees, and St. Norbert College board of trustees, to name just a few. "The outstanding commitment of both of these business leaders towards the betterment of organizations that make this area a great place to live, work and be educated makes us honored that they have joined our distinguished board of directors that includes Richard Bergstrom [Vice Chairman, Bergstrom Corporation], James F. Beré, Jr. [Chairman and Chief Executive Officer, ALTA Resources, Inc.] and Dr. Timothy Flaherty [retired physician]," Mahlik further commented. "We are privileged to have retained such a talented pool of business and community leaders to help us in our efforts in building a resource for the Fox Valley and providing outstanding value and excellent service to our expanding client base."

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, Wisconsin, Legacy operates with a bank charter that was established in 2004 by the state of Wisconsin. With a team of 29 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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an independent, closely-held trust and investment management firm located in Neenah, Wisconsin, announced today that two new members have been elected to serve on the company's Board of Directors. Frederick W. Merizon and Paul A. Klister were officially installed in June and will assume their positions effective immediately.
As president and general manager of Modern Business Machines (MBM) for over 20 years, Frederick (Fritz) Merizon has a notable track record of increasing productivity and developing a business model that lead to great strides in overall growth and profit margins during his tenure. "Fritz brings a wealth of experience in developing business strategies that have brought great success in his career with MBM and we hope to tap into these skills as we continue to our mission of providing outstanding trust and investment services to our clients throughout the Fox Valley Region and southern Wisconsin," commented Legacy president, Michael B. Mahlik.
Additionally, Legacy welcomes Paul Klister, a former practicing attorney who attained his juris doctor from Hemline University.  As an owner-principal of real estate development company Commercial Horizons, Klister has served as president and lead developer at the for over 17 years. "As a successful developer with a wide-range of experience in commercial, retail and office space projects, Paul knows the make-up of this region and the opportunities it holds. We are delighted that Paul will lend his expertise as we expand our business to areas outside the Fox Valley," said Mahlik.
Both Merizon and Klister have devoted considerable efforts towards area organizations dedicated to community outreach and quality education. As a life-long resident of Neenah, Merizon has been on the boards of organizations such as the Community Clothes Closet, Future Neenah Incorporated and a member of the College of Business Advisory board for the University of Wisconsin - Oshkosh, his MBA alma-mater. Klister has participated as board member of the Boys and Girls Club of the Fox Valley, Theda Care board of trustees, and St. Norbert College board of trustees, to name just a few. "The outstanding commitment of both of these business leaders towards the betterment of organizations that make this area a great place to live, work and be educated makes us honored that they have joined our distinguished board of directors that includes Richard Bergstrom [Vice Chairman, Bergstrom Corporation], James F. Beré, Jr. [Chairman and Chief Executive Officer, ALTA Resources, Inc.] and Dr. Timothy Flaherty [retired physician]," Mahlik further commented. "We are privileged to have retained such a talented pool of business and community leaders to help us in our efforts in building a resource for the Fox Valley and providing outstanding value and excellent service to our expanding client base."an independent, closely-held trust and investment management firm located in Neenah, Wisconsin, announced today that two new members have been elected to serve on the company's Board of Directors. Frederick W. Merizon and Paul A. Klister were officially installed in June and will assume their positions effective immediately.
As president and general manager of Modern Business Machines (MBM) for over 20 years, Frederick (Fritz) Merizon has a notable track record of increasing productivity and developing a business model that lead to great strides in overall growth and profit margins during his tenure. "Fritz brings a wealth of experience in developing business strategies that have brought great success in his career with MBM and we hope to tap into these skills as we continue to our mission of providing outstanding trust and investment services to our clients throughout the Fox Valley Region and southern Wisconsin," commented Legacy president, Michael B. Mahlik.
Additionally, Legacy welcomes Paul Klister, a former practicing attorney who attained his juris doctor from Hemline University.  As an owner-principal of real estate development company Commercial Horizons, Klister has served as president and lead developer at the for over 17 years. "As a successful developer with a wide-range of experience in commercial, retail and office space projects, Paul knows the make-up of this region and the opportunities it holds. We are delighted that Paul will lend his expertise as we expand our business to areas outside the Fox Valley," said Mahlik.
Both Merizon and Klister have devoted considerable efforts towards area organizations dedicated to community outreach and quality education. As a life-long resident of Neenah, Merizon has been on the boards of organizations such as the Community Clothes Closet, Future Neenah Incorporated and a member of the College of Business Advisory board for the University of Wisconsin - Oshkosh, his MBA alma-mater. Klister has participated as board member of the Boys and Girls Club of the Fox Valley, Theda Care board of trustees, and St. Norbert College board of trustees, to name just a few. "The outstanding commitment of both of these business leaders towards the betterment of organizations that make this area a great place to live, work and be educated makes us honored that they have joined our distinguished board of directors that includes Richard Bergstrom [Vice Chairman, Bergstrom Corporation], James F. Beré, Jr. [Chairman and Chief Executive Officer, ALTA Resources, Inc.] and Dr. Timothy Flaherty [retired physician]," Mahlik further commented. "We are privileged to have retained such a talented pool of business and community leaders to help us in our efforts in building a resource for the Fox Valley and providing outstanding value and excellent service to our expanding client base."

July 2014

Legacy Private Trust Announces the Addition of Three Staff Members

Neenah, WI - Legacy Private Trust Company, an independent, closely-held trust and investment management 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, Wisconsin, 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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