Mike Zuendel Named to Board
This news highlights the appointment of Legacy Bridge Founder and CEO Mike Zuendel to the Banner Alzheimer’s Institute Foundation Board and his continued involvement in supporting research and advocacy.
New Hire: Tammy Fleming
This update introduces Tammy Fleming’s addition to the Legacy Bridge team and outlines her experience serving families in wealth management and fiduciary advisory roles.
Q4 Legacy Bridge Fact Sheet 2024
In this Q4 update, we provide an overview of portfolio performance, positioning, and key holdings within our large-cap core equity strategy.
New Building Launch
This milestone marks the opening of Legacy Bridge’s new headquarters in West Des Moines, designed to support the firm’s continued growth and service to client families.
Q3 Legacy Bridge Fact Sheet 2024
This Q3 update highlights portfolio performance and positioning across sectors and key holdings within our large-cap core equity strategy.
Q1 Legacy Bridge Fact Sheet 2024
In this Q1 update, we review portfolio performance and positioning, including sector exposure and key holdings within our large-cap core equity strategy.
New Hire: Steve Musser
This release introduces Steve Musser’s addition to the Legacy Bridge team and highlights his experience and role supporting the firm’s investment management efforts.
Legacy Bridge Groundbreak Press Release
This update marks the groundbreaking of Legacy Bridge’s new headquarters, reflecting an important milestone in the firm’s continued growth and long-term vision.