People Moves

Legacy Trust Appoints CIO

Vanessa Doctor 7 February 2011

Legacy Trust Appoints CIO

Legacy Trust has named Timothy Anderson as its new chief investment officer.

Anderson brings over 20 years of investment and relationship management experience to the company and returns to the area after 15 years of investment work in Florida and Southeast Michigan. Prior to this appointment, he was a vice president and investment specialist at the Bloomfield Hills, Michigan office of JP Morgan, where he worked with high net worth individuals and families.

In his new position, Anderson will serve as lead advisor in managing critical client relationships, as well as providing leadership to a team of portfolio management specialists and investment support staff.

Legacy Trust provides investment and wealth management services to individuals, families, foundations and non-profits in West Michigan.

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