Legacy Private Trust Company recently hired Brenton D. Teeling as Vice President of Client Services and Administration.
Mr. Teeling brings more than nine years of legal and client service experience to Legacy. In his role with Legacy, he is working across multiple departments to streamline internal procedures and controls, assisting with the continuous monitoring of effective and secure account management. In addition, he is utilizing his legal background to work with clients to ensure that their planning strategies are aligned with their financial priorities.
“Brenton has brought a refreshing perspective to how our departments work together as we enhance our service operations to meet our clients’ changing needs and stay current with industry regulations,” commented Executive Vice President Joseph E. McGrane. “In the short time he has been here, we have already benefited from Brenton’s ideas and look forward to his contributions towards Legacy’s continued growth and success. Brenton is a valued addition to our team that works diligently to serve our clients with the highest standards and personal attention.”
Mr. Teeling earned his B.A., magna cum laude, from Loras College, and his J.D., with distinction, from the University of Iowa College of Law. Prior to joining Legacy, Mr. Teeling was a shareholder and member of the litigation practice group at a prominent Fox Valley Law firm. He sits on several committees for United Way Fox Cities and regularly volunteers for various other organizations and special events throughout the community.
About Legacy Private Trust Company
Legacy Private Trust Company, headquartered in Neenah, Wisconsin, is an independent, closely-held trust and investment company with assets under management in excess of $1.2 billion. The team of 29 highly credentialed and experienced professionals includes Chartered Financial AnalystsTM, Certified Financial PlannersTM, Certified Trust and Financial AdvisorsTM, attorneys, and tax experts who offer personalized trust and investment services to individuals, families, businesses and non-profit organizations. Legacy specializes in intergenerational wealth transfer, investment planning and management, financial planning, and trust administration for clients across east central Wisconsin including the Fox Valley, Oshkosh, Green Bay, Door County and Madison, the Lakeshore region, and throughout the United States.