![Nick Carver](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Nick Carver was the founder of Legacy Private Trust Co., founded in 2004, and held the title of Vice President & Director of Investment Services.
Former job includes Chief Equity Officer at National Investment Services, Inc. Education includes undergraduate and graduate degrees from the University of Wisconsin.
Precedenti posizioni note di Nick Carver
| Società | Posizione | Fine |
|---|---|---|
Legacy Private Trust Co.
 Legacy Private Trust Co. Investment ManagersFinance Legacy builds customized portfolios to meet client’s objectives through a disciplined, consistent approach that emphasizes extensive market research, security selection, and strategic asset allocation. The firm’s investment team creates client portfolios by blending equity selections with exchange traded funds (ETFs) to keep investment costs low while maximizing diversification, market opportunities, and tax efficiencies. Their proactive and strategic approach is essential in today’s dynamic markets and global economy. The Legacy strategy is structured to mitigate downside risks, capitalize on economic and market trends, and maximize long-term, risk-adjusted performance. | Fondatore | 01/06/2025 |
National Investment Services, Inc.
 National Investment Services, Inc. Investment ManagersFinance National Investment Services, Inc. is an active manager. | Corporate Officer/Principal | - |
Formazione di Nick Carver
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
8
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
National Investment Services, Inc.
National Investment Services, Inc. Investment ManagersFinance National Investment Services, Inc. is an active manager. | Finance |
Legacy Private Trust Co.
Legacy Private Trust Co. Investment ManagersFinance Legacy builds customized portfolios to meet client’s objectives through a disciplined, consistent approach that emphasizes extensive market research, security selection, and strategic asset allocation. The firm’s investment team creates client portfolios by blending equity selections with exchange traded funds (ETFs) to keep investment costs low while maximizing diversification, market opportunities, and tax efficiencies. Their proactive and strategic approach is essential in today’s dynamic markets and global economy. The Legacy strategy is structured to mitigate downside risks, capitalize on economic and market trends, and maximize long-term, risk-adjusted performance. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
