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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 […]

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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 […]

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Fondly Saying Farewell

After a career of providing warm greetings to calling and visiting clients, Linda Fahrenkrug has retired from Legacy. As a founding member of Legacy’s staff since our business began in 2004, Linda has served as our main receptionist and client service coordinator. Read our Spotlight on Linda.

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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 […]

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Legacy Private Trust Announces the Addition of New Board Members

Neenah, WI – Legacy Private Trust Company, an independent, closely-held trust and investment management firm located in Neenah, Wisconsin, announced today that two new members have been elected to serve on the company’s Board of Directors. Frederick W. Merizon and Paul A. Klister were officially installed in June and will assume their positions effective immediately. […]

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Legacy Private Trust Announces the Addition of Three Staff Members

Neenah, Wis., – Legacy Private Trust Company, an independent, closely-held trust and investment advisory firm located in Neenah, Wisconsin, announced today the addition of three new staff members to accommodate the significant growth in investment management and trust business that Legacy has experienced throughout the Fox Valley Region and southern Wisconsin. Kelly J. O’Shea and […]

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Legacy Private Trust Marks Ten Years of Client Service

Neenah, Wis. — Legacy Private Trust Company of Neenah is celebrating 10 years of providing high-quality, customized investment management and trust services to individuals, families, businesses and charitable organizations. The company began operations in 2004 when several senior trust and investment professionals from three large Wisconsin firms joined together to create a client-focused wealth management […]

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