Nick Carver

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Finance

Consumer Services

Perfil

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.

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Empresas	Cargo	Fin
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.	Fundador	01/06/2025
National Investment Services, Inc. National Investment Services, Inc. Investment ManagersFinance National Investment Services, Inc. is an active manager.	Corporate Officer/Principal	-

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Empresas relacionadas

Empresas privadas	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