Marta O’Brien joined Legacy in November of 2012. She holds a Bachelor of Business Administration degree and a JD from the University of Wisconsin – Madison. Prior to joining Legacy, Marta had several years of extensive personal trust experience with two large national trust companies in Madison and Appleton.
Marta and her family have been long-time residents of the Appleton community. Marta is a graduate of Xavier High School and is an avid volunteer in the St. Francis Xavier school system. As a seasonal resident of the Waupaca area, Marta and her children can be found cruising the waterways by boat in the summer months. While Marta enjoys the outdoors and feeling the wind in her hair, she leaves it up to her kids to perform in the water-ski shows. She supports their efforts by volunteering for the ski club and truly enjoys interacting with kids of all ages at both the lake and school.
Market Update – May 2021
Market Update – May 2021
In this video, Peter Schaefer provides an update on the main market factors Legacy’s investment team has been monitoring. He covers important topics such as the slowing spread of the COVID-19 virus and vaccine rollout, consumer trends and activity levels within the economy, and overall market performance in different sectors.
If you are a Legacy client and have questions or concerns, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or info@lptrust.com.
To view in fullscreen mode, click the “Fullscreen” button on the upper right corner of the video.
Featured Speaker
Peter. J Schaefer, Vice President and Trust Investment Officer
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