For Immediate Release
Contact: Bill Walker
Legacy Trust, 616.454.2852
or
Mary Ann Sabo
Sabo Public Relations, 616.485.1432
Legacy Trust’s Laina Mills Promoted to Vice President and Senior Investment Manager
Grand Rapids, Michigan, February 12, 2014 – Laina Mills has been promoted to vice president and senior investment manager of Legacy Trust.
In her new role with the Grand Rapids investment and wealth-management services provider, Mills will be responsible for providing leadership in the development and execution of the company’s investment philosophy and strategies as well as management of key individual and family office client relationships, She will also oversee the preparation and distribution of periodic written communication to all clients summarizing current market conditions and company’s tactical strategies.
Mills joined Legacy Trust in 2009 and has served as a portfolio manager and an investment associate.
She began her career during college with Private Capital Management in Naples, Fla. She later joined UBS in Grand Rapids as a registered client service associate and was also an associate with Summit Investment Guidance Partners in Grand Rapids.
Mills holds a bachelor of arts degree from Rollins College in Winter Park, Fla. and designation as a certified financial planner, or CFP. She is a member of the Western Michigan Estate Planning Council, Financial Planning Association, Economic Club of Grand Rapids and the World Affairs Council of Western Michigan. Mills volunteers her time with Gilda’s Club Red, is on the finance council of her church and is a member of the Grand Rapids Symphony Chorus.
A native of Alma, she now resides in Lowell with her husband, Mike.
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, foundations and non-profits in West Michigan. Legacy Trust delivers highly customized financial and investment solutions tailored to meet the unique situation of each client. For more information, visit us at www.legacygr.com.
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