Legacy Private Trust Company is pleased to announce the addition of Jason Buol, CFA®, as Vice President, Senior Trust Investment Officer. With over 20 years of experience in investment management, macroeconomic research, and client advisory services, Jason will play a key role in guiding investment strategy and managing complex trust relationships for Legacy clients.
“Jason’s addition significantly strengthens the depth and expertise of our investment team. His impressive credentials and extensive industry experience bring valuable perspective and capabilities that directly benefit our clients,” remarked Michael B. Mahlik, President of Legacy Private Trust Company. “His leadership and insight will further strengthen Legacy’s long-standing reputation for providing personalized, high-quality service. Jason’s arrival reflects our continued commitment to thoughtfully building a team of exceptional professionals dedicated to serving our many valued clients with excellence.”
Jason has held leadership roles at prominent financial institutions throughout the Midwest and California, where he oversaw regional portfolio teams and contributed to the development of firm-wide investment strategies. At Legacy, Jason will focus on aligning client portfolios with long-term financial objectives while upholding fiduciary standards and providing strategic investment counsel.
“Jason bolsters our investment team by bringing his extensive experience in investment strategy and portfolio management,” said Greg Hansen, Senior Vice President and Managing Director of Trust Investments. “His training in economics, including his time at the Federal Reserve, should benefit our clients by providing in-depth analysis of economic data. We are excited to have Jason on board at Legacy.”
Jason holds a Master’s degree in economics from the University of Missouri–St. Louis and a Bachelor’s degree in agricultural and applied economics from the University of Wisconsin–Madison. He is a Chartered Financial Analyst and an active member of the CFA Society of Milwaukee. Beyond his technical expertise, Jason is committed to community engagement and professional development, volunteering with organizations such as the Community Foundation of the Fox River Valley.
About Legacy Private Trust Company
Legacy Private Trust Company, headquartered in Neenah, Wisconsin, is a boutique, independent trust and wealth management firm with over $2.2 billion in assets under management and care. The firm’s expert and highly credentialed team includes Chartered Financial Analysts®, CERTIFIED FINANCIAL PLANNERS®, Certified Trust and Fiduciary Advisors, attorneys, and tax experts. These teams offer personalized trust and investment services to fit each client’s unique financial goals, challenges, priorities, and realities. Legacy Private Trust Company serves clients in Wisconsin and throughout the United States from its offices in Neenah, Oconomowoc, Madison, and Wausau. Learn more at www.lptrust.com.
