Legacy Private Trust Company Employee Directory

Q: What is Legacy Private Trust Company known for?

Legacy Private Trust Company was founded in 2004. Legacy Private Trust Company operates in the Investment Management industry.

Q: How many employees does Legacy Private Trust Company have currently?

Legacy Private Trust Company has approximately 45 employees.

Investment ManagementWisconsin, United States11-50 Employees

Legacy Private Trust Company is among the region's preferred wealth advisory firms, with assets under management and advisement exceeding 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As fiduciaries, we provide our clients with a totally objective, unbiased perspective in our delivery of investment and financial planning solutions.

Based in Neenah, WI., we have offices in Oconomowoc, Madison & Wausau and are approaching 50 employees.

Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer.

The Legacy team brings decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, retirement planning, tax planning, estate planning and trust services, are based on thorough research, a disciplined investment process and structured risk management techniques. We also work closely with your other trusted advisors to make sure your goals are aligned with the services they provide you.

In today's fast-paced global economy, the need for sophisticated, innovative and pro-active professional wealth management services is essential. Our client relationship managers specialize in wealth management services for: individuals and families, family-owned and managed businesses, foundations and endowments and retirement plans.

Learn more about how we can help you build your Legacy: https://www.lptrust.com/

Hear more about our story here: https://www.lptrust.com/our-story/

What our clients are saying: https://www.lptrust.com/testimonials/

Legacy career page: https://www.lptrust.com/careers/

Find Legacy Private Trust Company employees' phone numbers or email addresses

Legacy Private Trust Company Global Highlights

North America
59

United States Of America
59

Legacy Private Trust Company's Leadership

R. B.
Vp Director Enterprise Risk Management, Audit & Compliance
Mobile Phone
Email
S. F.
Vice President And Director Of Support Services
Mobile Phone
Email
B. B.
Vp Tax & Finance
Mobile Phone
Email
M. O.
Vice President & Senior Trust And Financial Advisor
Mobile Phone
Email
P. S.
Vice President & Trust Investment Officer
Mobile Phone
Email
M. M.
President
Mobile Phone
Email
P. K.
President
Mobile Phone
Email
L. B.
Vice President, Chief Fiduciary Officer
Mobile Phone
Email

Contact profiles from Legacy Private Trust Company

Name

Title

Contact Info

Location

Last Update

E. J.
Investment Operations Associate
Mobile Phone
Email
Oct 21, 2025
N. H.
Client Representative
Mobile Phone
Email
United StatesWisconsin
Oct 19, 2025
S. S.
Middle Office Support Specialist
Mobile Phone
Email
United StatesWisconsin
Oct 20, 2025
N. K.
Assistant Trust Officer
Mobile Phone
Email
United StatesWisconsin
Dec 01, 2025
A. M.
Trust Operations Officer
Mobile Phone
Email
Oct 17, 2024
E. B.
Lecturer In Law
Mobile Phone
Email
Oct 17, 2024
K. B.
Service Support Specialist
Mobile Phone
Email
United StatesWisconsin
Feb 25, 2024
L. B.
Trust Administrative Assistant
Mobile Phone
Email
Oct 21, 2024
S. D.
Assistant Vice President, Audit And Compliance Officer
Mobile Phone
Email
United StatesWisconsin
Oct 20, 2025
J. R.
Support Services Assistant, Client Representative
Mobile Phone
Email
United StatesWisconsin
Nov 18, 2025

Frequently Asked Questions

What is Legacy Private Trust Company known for?

Legacy Private Trust Company was founded in 2004 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-920-967-****

. Explore Legacy Private Trust Company's company overview page for more information.

What is Legacy Private Trust Company's most common email format?

Legacy Private Trust Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Private Trust Company email formats with LeadIQ.

How many employees does Legacy Private Trust Company have currently?

Legacy Private Trust Company has approximately 45 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Legacy Private Trust Company's key employees and leadership?

As of December 2025, Legacy Private Trust Company's key employees include:

Vp Director Enterprise Risk Management, Audit & Compliance: R. B.
Vice President And Director Of Support Services: S. F.
Vp Tax & Finance: B. B.
Vice President & Senior Trust And Financial Advisor: M. O.
Vice President & Trust Investment Officer: P. S.

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