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Legacy Trust Expands Its Ranks In Florida

Eliane Chavagnon Reporter April 20, 2012

Legacy Trust Expands Its Ranks In Florida

Florida’s Legacy Trust Family Wealth Offices has appointed Tracey Devine as director of investment research and Ruthanne Lynch as relationship management coordinator. 

Devine conducts economic and market research alongside the investment strategy team, which in turn directs Legacy's investment advice. She also facilitates strategic and tactical asset allocation, manager due diligence, portfolio management and client investment consulting, the firm said.

Previously, Devine spent 18 years at Wachovia Bank, where she was most recently managing director and senior vice president of investment strategy and research within its wealth management division. Prior to that, she was director of research and vice president of portfolio strategies within Wachovia’s trust unit.   

Meanwhile, Lynch is responsible for day-to-day interaction with clients, vendors and business partners, while managing all administrative functions for the relationship team, coordinating client events and providing marketing support to executive staff.  

Prior to joining Legacy, Lynch worked at SunTrust Bank for 13 years, providing executive support to management in trust, investments and private banking. She was latterly a portfolio specialist for the personal asset management group, until the department transferred to Atlanta in 2008.

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