Legacy Private Trust Company

06/17/2026

Our offices will be closed on Friday, June 19, in observance of Juneteenth

We look forward to serving you again on Monday, June 22.

06/16/2026

One of the most thoughtful things you can do for your family is document your final wishes — before they're needed.

3 things to include in your end-of-life plan:

1️⃣ Burial or cremation preference — and where you wish to be buried or interred
2️⃣ Service type — the kind of memorial or funeral you envision
3️⃣ Who's in charge — designate a person you trust to carry out your wishes

The earlier you put this in place, the more peace of mind you create — for yourself and for those you love most.

Learn more at: https://www.lptrust.com/blog/ease-the-burden-on-your-family-immediately-after-your-death-by-planning-now/

Ensure the secure and effective management of your trust with professional trust management services from LP Trust. Our experienced team provides personalized solutions to meet your needs. Learn more.

06/11/2026

Legacy Private Trust Company was proud to attend the Oshkosh Women's Fund Power of the Purse event — an inspiring event celebrating the generosity, leadership, and community impact of women across the Fox Valley.

The Oshkosh Women's Fund has been a catalyst for meaningful change in our region, and we are honored to stand alongside the organizations and individuals dedicated to that mission.

Thank you to the Oshkosh Area Community Foundation for the work you do in our community! 💙

06/09/2026

Please join us in welcoming Carter Thomas to Legacy Private Trust Company as our newest Wealth Associate! 🎉

Carter joins us from the University of Wisconsin–Oshkosh, where he earned his BBA in Finance, maintained a strong academic record, and participated in the Student-Managed Endowment Fund. As a student-athlete, Carter brings discipline, teamwork, and adaptability to everything he does.

He'll be participating in Legacy's immersive rotational program — the same path that shaped the careers of so many on our team — gaining exposure across departments as he builds a strong foundation in our business.

Carter, welcome to the Legacy team. We are excited for what's ahead. 💙

06/02/2026

Legacy Private Trust Company is incredibly proud to celebrate two of our own as Insight Publications' 2026 40 Under 40 honorees. 🏆

Corenne Gutierrez, Director of Marketing and Communications, and Emily Kling, Senior Wealth Associate, were recognized among 40 exceptional leaders shaping the future of Northeast Wisconsin.

For us, developing great leaders isn't incidental — it's strategic. Because our clients deserve a team that is always growing, always learning, and always leading with excellence.

Corenne and Emily exemplify exactly that. We are proud to see their dedication recognized, and we are grateful to have them on the Legacy team.

Congratulations to the entire 2026 class — 40 remarkable individuals redefining what it means to make an impact across our region. 👏

05/28/2026

Markets at all-time highs. Inflation at 3.8%. Oil above $100. A war that closed the Strait of Hormuz. A new Fed Chair sworn in just days ago.

2026 has been an uncomfortable year for investors — and yet the S&P 500 and Nasdaq 100 are sitting near record highs, coming off eight consecutive weeks of gains.
That's not a coincidence. It's a pattern.

With 94% of S&P 500 companies having reported Q1 results, 84% have beaten earnings estimates — above both the five-year and ten-year averages. Revenue growth is broad, with all eleven sectors reporting year-over-year gains. Net profit margins are at their highest level since FactSet began tracking the metric in 2009.

The fundamental case for equities is solid. The headlines are loud. History suggests the two don't have to move together.

Our June 2026 Market Commentary is now available: https://www.lptrust.com/blog/all-time-highs-despite-everything/

05/26/2026

We are proud to announce that Connor R. O'Brien, CFA®, Vice President and Trust Investment Officer, is the recipient of Legacy's inaugural President's Award — the highest honor presented at our Fundamentals of Fame awards ceremony.

Built on six core pillars — Clients First, One Team, Own It, Grow and Adapt, Protect the Legacy, and Lead the Way — our Fundamentals of Fame program recognized colleagues who live these values in remarkable ways.

Connor joined Legacy in 2021, bringing deep expertise in portfolio management, asset allocation, and security selection. A UW–Madison graduate and CFA® charterholder, he exemplifies what it means to lead with integrity and put clients first.

Congratulations, Connor. This recognition is well-earned. 🏆

05/21/2026

Legacy Private Trust Company was proud to support St. Mary Catholic Schools and Zephyrfest 2026 this month. 🎶

Zephyrfest brings our community together in a way that is truly special — celebrating local culture, supporting education, and investing in the future of the young people in our region.

Thank you to the organizers, volunteers, and everyone who makes this event a highlight of the season. 🙌

05/19/2026

Summer is here — and so is fresh energy at Legacy Private Trust Company! 🌟

Please join us in welcoming two Seasonal Office Assistants to our team this summer:

🎓 Erin Bahn is joining our Neenah office. Erin is a student at Marquette University studying International Relations and Economics on a pre-law track.

🎓 Ava Hansen is joining our Oconomowoc office. Ava is a student at Northern Kentucky University pursuing a degree in Finance.

We are proud to support the next generation of professionals. Welcome, Erin and Ava! 👏

05/05/2026

Twenty-two years. One extraordinary team.

Legacy Private Trust Company recently celebrated our 22nd anniversary and what a milestone it was. We gathered at North Shore Golf Club to reflect on how far we've come, recognize the people who make Legacy what it is, and look ahead with real excitement.

This year, we reached our highest assets under management in company history, a testament to the trust our clients place in us every day and the dedication of every member of this team.

We also had the honor of presenting our inaugural Fundamentals of Fame awards, recognizing team members who live our Legacy by Design culture fundamentals:

🏆 President's Award: Connor O'Brien
🏆 Legacy by Design Award: Trinity Maurice
🏆 Living the Legacy: Nate Hochholzer
🏆 Fundamentals in Focus: Rachel Wolf

And a heartfelt congratulations to Barb Blashka and Tammy Ross on 20 years with Legacy. Your dedication is the very foundation of what we've built.

The strength of this firm has always come from its people. Here's to 22 years and everything still ahead.