Legacy Trust, a US-based investment and wealth-management services firm, has named Mark Periard as the director of wealth management.
Periard will be tasked with heading the firm’s client advisory team, and advising its family office clients.
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Periard had a spell of over 17 years at Michigan-based law firm Warner Norcross & Judd. He chaired the law firm’s trusts and estates practice group and was a member of its management committee.
He previously also served as a senior systems analyst at Anderson Consulting, now Accenture, in Chicago.
Legacy Trust president and CEO William Walker said: “We are very fortunate to add someone of Mark’s expertise to our team.
“He brings a wealth of experience in estate planning and general business planning that will immediately benefit our clients and complement the skills of others at the firm. Mark has deep roots in West Michigan and is a proven and respected advisor in this market.”
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