Legacy Private Trust Company recently announced the appointment of Mrs. Marissa Downs to their Board of Directors. Downs will fill a newly created board position, and all current Legacy directors will continue to serve. Legacy’s board now consists of Mr. Michael B. Mahlik, Mr. Joseph E. McGrane, Mr. James F. Beré Jr., Mr. Richard A. Bergstrom, Dr. Timothy T. Flaherty, Mr. Paul A. Klister, Mr. Fredrick W. Merizon, and Mrs. Marissa B. Downs.
According to President Michael Mahlik, “The Legacy Board of Directors is comprised of distinguished business and community leaders dedicated to contributing their expertise to support our mission of providing outstanding wealth management to our clients. Marissa was selected from an extensive list of potential board candidates because of her deep roots in the Fox Valley, the unique perspective she will bring to the board, her strong business acumen, and the level of both personal and professional respect she enjoys. Marissa will be a valuable resource in expanding our company brand, strategically analyzing and positioning our company, and expanding our service offerings and geographical footprint.”
Marissa Downs received a BBA from U.W. Madison in 2001 in Real Estate and Urban Land Economics. She began her career as an analyst at Related Capital, after which she has served as the Director of Development at SunStarr Real Estate Group and the Senior Vice President at Commonwealth Development Corporation. Marissa is currently a Principal at Mosaic Property Ventures, a multifamily housing development company. According to Marissa, “Mosaic takes a thoughtful approach to community development by creating dynamic neighborhoods and housing opportunities for individuals, families, and older adults.” Marissa currently serves on the board of the Trout Museum of Art and the Wisconsin Partnership of Housing Development Inc. She also serves as a committee chair for the Appleton Redevelopment Authority. When asked about her Legacy board appointment, Marissa replied, “I have tremendous respect for the existing Legacy board members both as individuals and professionals. Legacy has a successful history of assisting clients with wealth creation and protection, and during uncertain financial times, this is more important than ever. I’m proud to be a part of the leadership team, ensuring this tradition continues. I look forward to sharing my perspective as not only the first woman to serve but also as the first board member to represent my generation.”
About Legacy Private Trust Company
Legacy Private Trust Company is headquartered in Neenah, Wisconsin, and is an independent, closely-held trust and investment company with assets under management of over $1.85 billion. The team of 40+ highly credentialed and experienced professionals include Chartered Financial Analysts®, Certified Financial Planners®, Certified Trust and Fiduciary Advisors, 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 Wisconsin and the United States. For more information, please visit www.lptrust.com.