Nick Carver

Founder at Legacy Private Trust Co.

Finance

Consumer Services

Profile

Mr. Nick Carver, CFA, is a Vice President & Director of Investment Services at Legacy Private Trust Co. Mr. Carver has primary responsibility for Legacy’s investment process and was a Founding Officer when Legacy began business in 2004.
He has more than 30 years of investment management experience.
Previously, he was Chief Equity Officer at National Investment Services, Inc. in Milwaukee, Wisconsin.
Mr. Carver holds a BA in Philosophy, a JD from the University of Wisconsin, and the Chartered Financial analyst (CFA) designation.

Nick Carver active positions

Companies	Position	Start
Legacy Private Trust Co. Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments.	Founder	2003-12-31

All active positions of Nick Carver

Former positions of Nick Carver

Companies	Position	End
National Investment Services, Inc. National Investment Services, Inc. Investment ManagersFinance Founded in 1993, National Investment Services, Inc. (NIS) is a registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of NIS Holding Corp. NIS manages assets for multi-employer funds (pension and health & welfare), corporations, individuals, state & local governmental entities, private funds and endowment & foundation funds.	Corporate Officer/Principal	-

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Training of Nick Carver

University of Wisconsin

Graduate Degree

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Linked companies

Private companies	2
Legacy Private Trust Co. Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments.	Finance
National Investment Services, Inc. National Investment Services, Inc. Investment ManagersFinance Founded in 1993, National Investment Services, Inc. (NIS) is a registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of NIS Holding Corp. NIS manages assets for multi-employer funds (pension and health & welfare), corporations, individuals, state & local governmental entities, private funds and endowment & foundation funds.	Finance