Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Jun
23
News
JOB POSTING – Senior Portfolio Manager
SENIOR PORTFOLIO MANAGER with BUSINESS DEVELOPMENT Position Summary The Senior Portfolio Manager is responsible for the management of client portfolio assets within their established investment objectives and the firm’s investment strategy. This… Read More
Jun
23
News
JOB POSTING – Associate Portfolio Manager
ASSOCIATE PORTFOLIO MANAGER Legacy Trust Position Summary The Associate Portfolio Manager is responsible for the management of client portfolio assets within their established investment objectives and the firm’s investment strategy. This position’s… Read More
May
31
Perspectives
Why You Need To Update Your Estate Plan
In 2003, Jon and Stefanie Booker were living the life of their dreams. In their mid-30s, Jon worked as a production manager for a manufacturing firm, while Stefanie repped for a major… Read More
Mar
31
Investment Insights
Five Lessons from FTX
Timely market and economic viewpoints and future outlook.