Contact:
William Walker
Legacy Trust, 616.454.2852
or
Mary Ann Sabo
Sabo Public Relations, 616.485.1432
December 29, 2009 - Legacy Trust’s Kerby Wallick Named to Grand Rapids Community Foundation Investment Review Committee
Grand Rapids, Michigan, December 29, 2009 – Kerby A. Wallick, senior investment manager of Legacy Trust, has been named to the Grand Rapids Community Foundation Investment Review Committee.
Wallick will serve two three-year terms on the eight-member committee, which is responsible for reviewing and recommending how GRCF invests the charitable dollars it receives. For the 2009 fiscal year, the Community Foundation received $8.2 million in gifts and bequests, authorized $9.1 million in grants and had total assets of $190.4 million.
Wallick is a chartered financial analyst, or CFA, and has more than two decades of investment management experience. In 2006, he joined Legacy Trust, an independent, Michigan-chartered bank that specializes in investment and wealth management services where he develops investment solutions for Legacy Trust clients.
Legacy Trust got its start in 2002 providing highly customized financial and investment solutions for individuals, families, foundations and non-profits. Today, the investment and wealth management firm has 11 employees and more than $280 million in assets under management.
Active in the community, Wallick is a member of the Investment Analysts Society of West Michigan, on the board of the West Michigan Environmental Action Council and chair of the St. Paul the Apostle/Daniel J. Donnelly Education Foundation. He writes a column on investments, the stock market and the broader economy for Business Review West Michigan.
About Legacy Trust
Legacy Trust is an independent, locally owned, Michigan-chartered bank that specializes in providing investment and wealth-management services to individuals, families and foundations in West Michigan. Legacy Trust delivers highly customized financial and investment solutions tailored to meet the unique situation of each family. For more information, visit us at www.legacygr.com.