Perfil
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.
Cargos activos de Joe McGrane
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Fundador | 01/01/2004 |
Antiguos cargos conocidos de Joe McGrane.
| Empresas | Cargo | Fin |
|---|---|---|
| Bank One Trust Co. NA | Corporate Officer/Principal | - |
Formación de Joe McGrane.
| Loras College | Undergraduate Degree |
| University of Iowa | Graduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
- Bolsa de valores
- Insiders
- Joe McGrane
