Legacy Private Trust Company recently hired Paul A. Griesbach as a trust investment officer within Legacy’s investment and portfolio management department.
Mr. Griesbach has more than 18 years of investment and finance related experience. In his new role, he will apply his expertise to fixed-income securities research and portfolio risk management. Specifically, he will enhance performance analyses to help the Legacy team analyze portfolio risk when making asset allocation decisions.
Mr. Griesbach earned his BBA in Finance from the University of Wisconsin-Oshkosh and has completed a variety of investment-related course certificates, most recently in modern asset allocation from London Financial Studies.
“Paul, while detail oriented, systematic and analytical, has an engaging and likeable personality, a great blend of attributes in a business such as ours,” said Legacy President Michael B. Mahlik. “Paul has an entrepreneurial spirit that drives him to find ways within our investment processes to provide value to our clients.”
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 approaching $900 million. The team of 28 highly credentialed and experienced professionals includes Certified Financial PlannersTM, 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 stewardship, 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. For more information, please call 920-967-5020.