Archive: Legacy News

January 20, 2020 | Legacy News

Growth Strategies: Building a Legacy of Trust

In the early 2000s, bank consolidations and financial mergers were on the rise, including the movement of wealth management services to larger, urban markets. That presented the ideal opportunity for the creation of a local wealth- management business in the Fox Valley. Legacy Private Trust Co., a state-chartered, single purpose bank in Neenah was created […]

October 28, 2016 | Legacy News

Legacy Private Trust Company hires Brenton Teeling as Vice President of Client Services and Administration

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 […]

January 21, 2016 | Legacy News

Legacy Private Trust Hires Paul Griesbach as Trust Investment Officer

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 […]

July 27, 2015 | Legacy News

Coping with the IRS (or Any Entity) Data Breach

Data thieves; they have hit us where we shop, how we receive health care benefits, and now, they have found their way into our tax returns. Protecting the identity of all family members takes action and diligence. Legacy has gathered resources to help you keep your identity secure and cope if your data is breached. Identity […]

December 19, 2014 | Legacy News

Legacy Private Trust Corporation Announces David W. Trotter Has Earned the Prestigious Chartered Financial Analyst Designation

Neenah, WI, December 18, 2014 — Legacy Private Trust Company, an independent, closely-held trust and investment management firm located in Neenah, Wisconsin, announced today that Legacy employee David W. Trotter has earned the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA Program, which is administered by CFA Institute, the global non-profit association of investment professionals, […]