Neenah-based Legacy Private Trust Company announced that Paul Kasriel, retired senior vice president and chief economist at Northern Trust Bank, has joined Legacy as a senior economic and investment advisor and consultant.
In his new role, Kasriel will focus on current and future economic research and be a resource to Legacy’s wealth management and investment service offerings. In addition, Kasriel will provide quarterly and annual economic updates, written commentary and Web casts for Legacy clients and prospects, financial and business leaders, and family office presentations.
“Paul is nationally recognized for his excellent work, and his background and expertise in data and economic research make him a tremendous addition and resource to our company,” said Michael Mahlik, president of Legacy Private Trust Company. “Legacy is very focused on building on our investment strategies through innovative, evidence-based research, and we are thrilled to expand Legacy’s depth of talent by welcoming Paul in this important role.”
Nick Carver, director of investment services at Legacy, added, “Paul’s extensive experience and expertise will be an asset to Legacy’s wealth management and investment service offerings and will provide our clients with unparalleled perspectives on the economy, financial markets and monetary trends.”
“I’m excited to begin working with a top-quality investment firm like Legacy,” Kasriel said. “My decision to join Legacy is based on the exceptional service and results they deliver, and the depth of wealth management resources and expertise they provide to their clients.”