Profilo
Mr. Joseph E.
McGrane is an Executive Vice President at Legacy Private Trust Co. Mr. McGrane is a Founder of the firm whose expertise is an especially strong force in the firm's financial planning and administrative process.
He has over 35 years of trust and investment management experience.
Mr. McGrane was previously employed as a Principal by Bank One Trust Co. NA.
He holds a BA in Economics from Loras College and a JD from the University of Iowa.
Posizioni attive di Joe McGrane
| Società | Posizione | Inizio |
|---|---|---|
Legacy Private Trust Co.
 Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Fondatore | 01/01/2004 |
Precedenti posizioni note di Joe McGrane
| Società | Posizione | Fine |
|---|---|---|
| Bank One Trust Co. NA | Corporate Officer/Principal | - |
Formazione di Joe McGrane
| Loras College | Undergraduate Degree |
| University of Iowa | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Legacy Private Trust Co.
Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Finance |
| Bank One Trust Co. NA | Finance |
- Borsa valori
- Insiders
- Joe McGrane
