Brian Balke Email & Phone Number
Vice President, Senior Portfolio Manager and Wealth Advisor @ Legacy Trust GR
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Brian Balke Location
- Grand Rapids, MI, US
Brian Balke Work
- 2023 -now Vice President, Senior Portfolio Manager and Wealth Advisor @
- 2021 -2023 Vice President, Wealth Advisor @
- 2018 -2021 Assistant Vice President, Wealth Advisor @
- 2017 -2018 Assistant Vice President, Portfolio Manager @
- 2015 -2017 Associate Portfolio Manager @
- 2012 -2015 Investment Associate @
- 2012 -2012 Leadership Development Program @
- 2007 -2011 Assistant Pro Shop Manager and Event Manager @ Centennial Country Club
Brian Balke Education
- Yale School of Management
Investment Management Theory and Practice: A CIMA® Certification Registered Education Program
2018-2019 - Grand Valley State University
Seidman Financial Planning Certificate Program (SFPC)
2014-2015 - University of Dayton
Bachelor of Science (B.S.)
2008-2012 - Grand Rapids Catholic Central High School 2004-2008
Brian Balke Skills
- Microsoft Office
- Social Networking
- Leadership
- Team Leadership
- Sales
- Public Relations
- Market Research
- Marketing
- Financial Modeling
- Marketing Communications
- Marketing Strategy
- Research
- Event Management
- Entrepreneurship
- Portfolio Management
Brian Balke Summary
- Brian Balke, based in Grand Rapids, MI, US, is currently a Vice President, Senior Portfolio Manager and Wealth Advisor at Legacy Trust GR. Brian Balke brings experience from previous roles at Legacy Trust GR. Brian Balke holds a 2018 - 2019 Investment Management Theory and Practice: A CIMA® Certification Registered Education Program @ Yale School of Management. With a robust skill set that includes Microsoft Office, Social Networking, Leadership, Team Leadership, Sales and more. Brian Balke has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Legacy Trust GR Employees
Kelly Deridder
Senior Vice President and Senior Trust Officer
Grand Rapids, MI, US
Brian Moore
Senior Vice President
Grand Rapids, MI, US
Tracey Hornbeck
President and CEO
Michigan, United States
Bill Lettinga
Member Board of Directors
Caledonia, MI, US
Gavin Anderson
Performance Analyst
Grand Rapids, MI, US
Andrew Otten
Associate Portfolio Manager
Grand Rapids, MI, US
Bill Harrison
Assistant Vice President, Wealth Advisor
Grand Rapids, MI, US
Mark Periard
Director of Wealth Management
Grand Rapids, MI, US
Steve Doorn
Senior Vice President, Chief Investment Officer at Legacy Trust
Grand Rapids, MI, US
Brian Balke
Vice President, Wealth Advisor
Grand Rapids, Michigan, United States
Brian Balke
Vice President, Senior Portfolio Manager and Wealth Advisor
Grand Rapids, MI, US
Melanie Vanderhoff
Senior Operations Manager
Grand Rapids, MI, US
Greg Barshied
Portfolio Manager
Grand Rapids, MI, US
Isabel Bretz
Client Service Associate
Grand Rapids, MI, US
Spencer Deyoung
Information Security Officer
Grand Rapids, MI, US
William McPherson
Operations Associate
Grand Rapids, MI, US
Collin Hartley
Associate Wealth Advisor and Wealth Planner
Grand Rapids, MI, US
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