Legacy Trust Adds Experienced Chief Investment Officer

Timothy M. Anderson has joined Legacy Trust as its new chief investment officer.

2011-02-03

GRAND RAPIDS, MI, February 03, 2011 (Press-News.org) Timothy M. Anderson has joined Legacy Trust as its new chief investment officer.

Anderson brings more than two decades of investment experience and relationship management to the Grand Rapids wealth management firm. In his new role at Legacy, Anderson will be responsible for the design, implementation and monitoring of all investment-related functions. He will serve as the lead advisor in managing critical client relationships. Anderson's responsibilities will also include communicating investment conditions and strategies to clients, as well as providing leadership to a team of portfolio management and investment support staff.

A native of Grand Rapids, Anderson returns to the community after 15 years of investment work in Southeast Michigan and Florida.

"We are incredibly pleased to welcome Tim to Legacy Trust," said Bill Walker, CEO and Legacy founder. "Tim brings exceptional investment management expertise to our growing team in his new role of helping clients establish and meet their individual goals.

"He has a stellar resume and an excellent history of maintaining superb client relationships. We know that Tim will be able to make immediate contributions to Legacy Trust, and are delighted to have him back home in West Michigan."

Prior to joining Legacy Trust, Anderson spent the past two years as vice president and investment specialist with the Bloomfield Hills office of J.P. Morgan, where he developed investment solutions for high net-worth individuals and families.

Prior to that, he spent more than a decade with Northern Trust's Bloomfield Hills office serving in roles on increasing responsibility, including positions with portfolio management and trust. Anderson was one of five initial employees when Northern opened its Bloomfield Hills office. He counts among his achievements the growth of that office from himself to eight members and the opening of two additional offices in Michigan within a three-year period.

He spent the first 13 years of his career in Grand Rapids, initially at First of Michigan Corp. and then at NBD Bank.

"I am delighted to be joining the Legacy Trust team," Anderson said. "Legacy is truly committed to providing exceptional investment advice and client service, as am I. I am also glad to be back in Grand Rapids and am looking forward to enjoying all that the community has to offer. It's a great time to call West Michigan home."

Anderson holds a bachelor of arts in economics from Michigan State University. Active professionally, he is a member of the CFA Institute and the CFA Society of Detroit. He is also a past president of the Western Michigan Society of Financial Analysts.

About Legacy Trust

Legacy Trust is an independent, locally owned, Michigan-chartered bank that specializes in providing investment and wealth-management services to individuals, families, foundations and non-profits in West Michigan. Legacy Trust delivers highly customized financial and investment solutions tailored to meet the unique situation of each client. For more information, visit us at http://www.legacygr.com.

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Legacy Trust Adds Experienced Chief Investment Officer

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