Legacy Private Trust Company Email Formats
Investment Management • 
Menasha, Wisconsin, United States • 21-50 Employees
Legacy Private Trust Company Email Formats
Legacy Private Trust Company uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@lptrust.com), used 85.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lptrust.com | 85.2% |
{first name}{last name} | johndoe@lptrust.com | 7.4% |
{last name}{last name} | doedoe@lptrust.com | 7.4% |
Key Contacts at Legacy Private Trust Company
Candy H. Thurs
Senior Vice President, North Central Wi | Managing Director Of Corporate Support Services
Corenne Gutierrez
Director Of Marketing And Communications
Greg Hansen
Managing Director
Ranee Bahn
Vp Director Enterprise Risk Management, Audit & Compliance
Sue Fencl
Vice President And Director Of Support Services
Kelly Shea
Director Of Trust Operations
Company overview
| Headquarters | Menasha, Wisconsin, United States |
| Phone number | +1549570649 |
| Website | |
| NAICS | 5231 |
| SIC | 673 |
| Keywords | Tax Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Wealth Planning, Trust Services, Charitable Giving Planning |
| Founded | 2004 |
| Employees | 21-50 |
| Socials |
About Legacy Private Trust Company
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/
Employees by Management Level
Total employees: 21-50
Seniority
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Employees by Department
Legacy Private Trust Company has 17 employees across 5 departments.
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Number of employees
Funding Data
Legacy Private Trust Company has never raised funding before.
Legacy Private Trust Company Tech Stack
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