The Legacy Trust Team

Brian Balke

Associate Portfolio Manager

bbalke@legacygr.com
616.588.6881

Expertise

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.

Experience

Legacy Trust, 2012 – present
Speedway LLC, 2012
Centennial Country Club, 2007 – 2011

B.S., University of Dayton (Ohio)

Engagement

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

Contact Us

Legacy Trust

99 Monroe Ave, NW
Suite 600
Grand Rapids, Michigan 49503

616.454.2852
Fax: 616.451.3312
info@legacygr.com

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