The Legacy Trust Team
Associate Portfolio Manager
Brian is responsible for managing select client accounts and supporting senior investment managers with investment research and analysis. A huge Spartan fan, you may also run into him at Broadway Bar eating his favorite burger, served deluxe, or on the golf course trying to perfect his game.
Brian is a Certified Financial Planner™ professional.
Legacy Trust, 2012 – present
Speedway LLC, 2012
Centennial Country Club, 2007 – 2011
B.S., University of Dayton (Ohio)
Member, D.A. Blodgett – St. John’s Emerging Leaders Council
Committee Member, Legacy Trust Award Collection
Member, Grand Rapids Young Professionals (GRYP)
Volunteer, Kids Food Basket
Volunteer, Family Promise