Legacy Trust is pleased to announce the promotion of Greg Barshied, CFA, to the position of Associate Portfolio Manager.
Barshied joined Legacy Trust in 2019 as a research analyst, conducting equity research, monitoring the current holdings of the firm’s Core Equity strategy, and providing insight on potential fund additions or deletions. He also serves as a member of the company’s investment committee, contributing to decisions on market outlook, investment policy design, asset allocation, model portfolio construction, and third-party manager engagements for specialty asset classes that complement the firm’s proprietary equity strategy.
“Since joining Legacy Trust, Greg has proven to be an insightful analyst who brings greater value to our firm and our clients,” said Tracey Hornbeck, President and CEO. “We are confident his value will continue to grow in this new role.”
Prior to joining Legacy Trust, Barshied served as an analyst with Citigroup Global Markets. He obtained his Chartered Financial Analyst certification in 2021 making him the third charter holder at Legacy Trust. He is a member of the CFA Society of West Michigan.
