LEGACY TRUST - Key Persons
Job Titles:
- Associate Portfolio Manager
Andrew serves as Associate Portfolio Manager and is responsible for the management of client portfolio assets within established investment objectives. The investment objectives are designed in collaboration with clients and other members of Legacy Trust's team to fit each client's specific goals. Andrew also serves as a member of the investment committee contributing to market outlook, portfolio construction and asset allocation.
Andrew is a native to West Michigan and enjoys a variety of outdoor activities with his wife and daughter.
Experience
Legacy Trust, 2023 - present
Job Titles:
- Client Service Associate & Administrative Assistant
As a Senior Wealth Advisor, Brian focuses primarily on relationship management and delivering comprehensive wealth planning services to executive and high net worth clients. He brings significant expertise in sophisticated wealth management strategies focused on creating tax efficiency for the accumulation, preservation and transition of family financial resources. Prior to joining Legacy Trust in 2003, Brian spent many years providing wealth planning and trust administration at Old Kent Bank, later Fifth Third Bank. Brian left Legacy Trust in 2016 to manage wealth management teams in other cities, but soon found himself missing West Michigan and the freedom to focus on the holistic process of helping people find solutions to their most difficult financial concerns. He is happy to be home again in Grand Rapids and at Legacy Trust.
Experience
Legacy Trust, 2019 - present
Job Titles:
- CEO
- Co - Founder
- Member of the Board of Directors
Job Titles:
- Chief Financial Officer ( Retired ) Meijer, Inc.
Legacy Trust is a Grand Rapids based wealth management and trust services firm that helps clients located around the United States with specialized, tailored financial planning and wealth management.
Job Titles:
- Member of the Board
- Treasurer
As Portfolio Manager, Greg is responsible for the management of client portfolio assets within their established investment objectives. He is also responsible for conducting equity research in support of the company's proprietary Core Equity strategy. He monitors current holdings of the Core Equity strategy, while sourcing ideas for potential additions or deletions. Greg 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.
Experience
Legacy Trust, 2019 - Present
Job Titles:
- Senior Trust Officer
- Senior Vice President
As a Senior Wealth Advisor, Kelly focuses on managing client relationships, which includes coordinating clients' business, real estate, insurance, legal and financial needs. She brings significant expertise in building financial fluency and philanthropic values across generations. In her role, Kelly has been an essential member of her clients' financial lives for over 25 years.
Experience
Legacy Trust, 2017 - present
Job Titles:
- Member of the Board of Directors
- Founder & CEO / Andrus Advisors, LLC
Job Titles:
- Member of the Executive Team
- Senior Vice President and Director of Wealth Management
- Senior Vice President, Director of Wealth Management
As Senior Vice President and Director of Wealth Management, Mark plays a central role in the leadership of our wealth management services platform and manages our team of wealth advisors. With more than 17 years of experience developing a trust-and-estate practice at Warner Norcross & Judd LLP, Mark oversees fiduciary services provided for trusts for the benefit of family members and charities. Additionally, Mark directs our Family Office services and client experience initiatives.
Experience
Legacy Trust, 2016 - present
Job Titles:
- Member of the Executive Team
- Senior Vice President and Director of Operations & Risk Management
- Senior Vice President, Director of Operations & Risk Management
As Senior Vice President and Director of Operations & Risk Management, Melanie oversees operations, technology and compliance. In 2003, she was one of five founding members of Legacy Trust and was responsible for establishing the corporate structure, setting up systems, operation workflows, human resources and benefits. Melanie's role with the firm has evolved over time. She has been key to providing leadership in the development of not only the company's operations but compliance and technology and has effectively led the team to deliver exceptional operations utilizing "best in class" technology all while adhering to strict regulatory requirements. Melanie began her career at Old Kent Bank, later Fifth Third Bank, where she landed in Trust Operations and realized this was truly her passion. The detailed, client focused, technical nature of operations lined up with Melanie's personality. She held several positions throughout her career at Fifth Third, with Assistant Vice President and Trust Securities Manager being the most recent.
Experience
Legacy Trust, 2003 - present
Job Titles:
- Member of the Board of Directors
- Regional Communications & Advocacy ( Retired ) Mercy Health
Job Titles:
- Chairman / Carter Products Co
Legacy Trust is a Grand Rapids based wealth management and trust services firm that helps clients located around the United States with specialized, tailored financial planning and wealth management.
Steven Doorn - Chief Investment Officer, SVP
Job Titles:
- Chief Investment Officer
- Member of the Executive Team
- Senior Vice President
Job Titles:
- Member of the Board of Directors
Job Titles:
- CEO
- Member of the Executive Team
- President
As President & CEO of Legacy Trust, Tracey is responsible for all aspects of business, including strategic planning, P&L responsibilities, shareholder relations, employee and client engagement. Before joining Legacy Trust, Tracey built her career in a large regional bank most recently serving as Regional Chief Financial Officer and Senior Vice President. In this role, she had financial oversight for a multi-state region of more than $16 billion in assets and more than 3,000 employees in Michigan, Indiana, Missouri, and Northwest Ohio. Tracey's achievements have earned her recognition as a Top Woman in Finance, Regional Thought Leader, YWCA Women of Achievement, Inforum Inner Circle Leader, and named 40 Under 40 by the Grand Rapids Business Journal. She was also named among the publication's Top 200 Business leaders in West Michigan during its inaugural year in 2019 and again in 2020.
Experience
Legacy Trust, 2016 - present