Legacy Private Trust Company Announces Promotions and New Appointments
Legacy Private Trust Company, an independent trust and wealth management firm, has announced several employee promotions and appointments. These advancements reflect the hard work, dedication, and significant contributions these individuals have made to Legacy Private Trust Company.
Michael Mahlik, President of Legacy Private Trust Company, congratulated these employees: “At Legacy, our mission, values, and culture fundamentals guide how we serve clients and support one another every day. These promotions and appointments recognize individuals who consistently put clients first, take ownership, work as one team, and raise the bar in delivering exceptional service and long-term value for clients.”
Emily E. Montalbano, Senior Compliance and Shareholder Services Specialist
Emily has been promoted to Senior Compliance and Shareholder Services Specialist. Her role reflects increased responsibility in compliance oversight and shareholder services, supporting regulatory standards and operational accuracy.
Brendan C. Detjen, Trust Operations Officer
Brendan has been appointed Trust Operations Officer. He supports trust operations and administrative functions, contributing to consistency, accuracy, and efficiency across trust services.
Kristine L. Groell, Corporate Services Officer
Kristine has been appointed Corporate Services Officer. She works closely with internal teams to support corporate services, governance, and operational needs.
Nicholas W. Brouch, CFA®, Assistant Vice President, Trust Investment Officer
Nick has been appointed Assistant Vice President and Trust Investment Officer. He supports investment strategy and portfolio management, bringing analytical expertise to client investment objectives.
Nicole T. Jones, Assistant Vice President, Investment Operations
Nicole has been appointed Assistant Vice President, Investment Operations. She oversees key investment operations functions, supporting accuracy, efficiency, and strong internal controls.
Tammy M. Ross, CTFA, CRPP, Vice President, Trust & Financial Advisor
Tammy has been promoted to Vice President, Trust & Financial Advisor. She provides comprehensive trust and financial advisory services, focusing on long-term client relationships and thoughtful planning guidance.
