LEGACY BRIDGE DEEPENS ITS MANAGEMENT TEAM WITH NEW C-SUITE POSITION

OCTOBER 17, 2023—WEST DES MOINES, IOWA—Legacy Bridge Private Family Offices is pleased to announce that Gregory Roll has joined the firm as Chief Strategy Officer. This most recent addition to the growing firm will focus on the company’s operations, client experience and growth. Gregory will bring unique industry perspectives, uncommon thinking, and the consistent execution of strategies to Legacy Bridge’s pursuit of its long-term vision and purpose of the consistent delivery an exceptional client experience to ultra-high-net-worth families. Gregory will work closely with the Founder and CEO, Mike Zuendel, Chief Investment Officer, Tim Kadlec, and Head of Family Office Services, Cindy Eaton.

Gregory, who holds a Master’s Degree from New York University and an Undergraduate Degree from The Cooper Union for the Advancement of Science and Art, has more than twenty years of strategy, branding and marketing experience working with many of the nation’s most prestigious multi-family offices and leading RIA firms. Gregory will be dividing his time between Des Moines, IA and New York, NY as Legacy Bridge expands to the East Coast of the country.

Gregory said of his role, “Mike gave me one mandate, ‘Avoid traditional’. I love that. Those two words hold such meaning and offer such insight into Mike and his founding of Legacy Bridge: a truly, measurably differentiated offering to enterprising families.”

“We are thrilled to have Gregory as part of the Legacy Bridge family,” said Mike Zuendel, Founder and CEO of Legacy Bridge. “Gregory and Legacy Bridge share a professional relationship spanning years. His contributions throughout have had consistent impact on our team and business, and I know this deepening of our partnering will have an exponential effect as we seek to continually innovate to best meet the ever-evolving needs, goals, and expectations of the families we serve.”

Legacy Bridge, which will be opening its new national headquarters next Summer, is pursuing sustained growth: scaling its business through both inorganic and organic growth, expanding its geographic footprint, and the acquisition of new talent across the firm’s investment management and family office service teams.

About Legacy Bridge Private Family Offices
Legacy Bridge Private Family Offices was established by Founder and CEO Mike Zuendel to provide tailored wealth and investment management capabilities, and family office services to serve high-net-worth clients. The firm exists at the intersection of a client’s family, their enterprise and wealth—the very complex space where the rational and emotional create ever-evolving dynamics that need to be carefully understood and expertly managed. The firm is headquartered in West Des Moines, with offices in Telluride, CO and New York, NY. To learn more, please visit https://legacybridgepfo.com.