News
January 9, 2012 -Lynn Afendoulis Joins the Legacy Trust Board of Directors
Lynn Afendoulis of Universal Forest Products, Inc. has rejoined the board of directors for Legacy Trust and the Legacy Trust Holding Company.
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November 28, 2011 -Legacy Trust Remembers Fred Meijer
The West Michigan community has lost one of its greatest business leaders and philanthropists in the passing of Fred Meijer.
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June 27, 2011 - Legacy Trust Award Collection Announces Venues for Winning Artists
The winning artists of the Legacy Trust Award Collection have selected their ArtPrize 2011 venues. For the second year, Legacy Trust and VSA Michigan-Grand Rapids have co-sponsored a statewide spring art competition for adult artists with disabilities in an effort to bring their voices and vision to ArtPrize. Winners Josh Andrus and Michael Johnson will showcase their work at Spectrum Hospital’s Meijer Health Center and Elaine Hoogeboom’s winning piece will be on display next door in the lobby of Butterworth Hospital.
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May 31, 2011 - Legacy Trust Award Collection Announces Winners
The votes are in – and Josh Andrus, Elaine Hoogeboom and Michael Johnson are the three top winners of the Second Annual Legacy Trust Award Collection. Public voting wrapped up May 20th in the competition for adult artists with disabilities, which is co-sponsored by Legacy Trust and VSA Michigan-Grand Rapids. Each Legacy Trust Award Collection winner received a cash prize and will be entered in ArtPrize 2011.
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February 16, 2011 - Calling All Artists: Submisssions for 2011
After a successful first year, Legacy Trust and VSA Michigan-Grand Rapids are again looking for adult artists with disabilities to compete in this year's Legacy Trust Award Collection for ArtPrize 2011.
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February 1, 2011 - Legacy Trust Adds Experienced CIO
Timothy M. Anderson has joined Legacy Trust as its new chief investment officer. Anderson brings more than two decades of investment experience and relationship management to the Grand Rapids wealth management firm. In his new role at Legacy, Anderson will be responsible for the design, implementation and monitoring of all investment-related functions. He will serve as the lead advisor in managing critical client relationships.
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January 5, 2011 - Bill Walker Talks with The Wall Street Journal
Legacy Trust Founder and CEO Bill Walker talks with The Wall Street Journal on how financial advisers can improve communication with clients. Read more http://on.wsj.com/eszdqP
December 1, 2010 - Laina Mills Promoted, Receives CFP®
Laina Mills, an investment associate with Legacy Trust, has been promoted to portfolio manager and received her Certified Financial Planner™ certification. In her new role with the Grand Rapids investment and wealth-management services provider, Mills will now be responsible for the development and implementations of investment policies and strategies for select client relationships.
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November 9, 2010 - Hilary Roelofs Joins the Legacy Trust Team
Hilary Roelofs has joined has joined Legacy Trust as an office administrator. The Grand Rapids investment and wealth management firm said that she will be responsible for the financial accounting system, payroll and human resources activities including benefits coordination.
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June 28, 2010 - Micki Benz Joins the Legacy Trust Board of Directors
Micki Benz from Saint Mary's Health Care has joined the Legacy Trust Board of Directors. Benz, who is the vice president of regional communications and advocacy at St. Mary's, will serve on the nine-member board of Legacy Trust, an independent, locally owned trust bank that specializes in wealth management.
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March 8, 2010 - Legacy Trust & VSA arts of Michigan Announce Art Competition for Adult Artists with Disabilities
Legacy Trust and VSA arts of Michigan-Grand Rapids have announced a statewide art competition aimed at opening the door for adult artists with disabilities to expand their audience. The Legacy Trust Award Collection will offer cash prizes to the top three popular vote getters. The winning artists will also be registered in ArtPrize 2010 and will work with Legacy Trust and VSA to secure appropriate venues and promote their submissions.
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February 4, 2010 - Experienced Financial Professionals Nancy Iannelli Zacha and Brian Downs join Growing West Michigan Team
Legacy Trust is expanding its growing West Michigan team with the addition of two experienced financial professionals. Nancy Iannelli Zacha will join the trust-only bank and wealth management firm as senior investment manager and Brian L. Downs will serve as senior relationship manager
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November 2, 2009 - Legacy Trust CEO Named to Kent County Pension Board
William A. Walker, founder and chief executive officer of Legacy Trust, has been named to the Kent County Pension Board. The board is a seven-member body that oversees investments related to the Kent County Employee Retirement System, which serves approximately 2,800 current and retired county employees. Walker was appointed by the Kent County Board of Commissioners to serve as one of two citizen trustees who collaborate with the three county employees and two commissioners on the board.
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September 9, 2009 – Legacy Trust Welcomes Rockford Construction CEO to Board
VanGessel, who is a founding partner, president and CEO of Rockford Construction Co., will serve on the nine-member board of Legacy Trust, an independent, locally owned trust bank that specializes in wealth management. His appointment has been approved by Michigan’s Office of Financial and Insurance Services.
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