Nick Carver

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Finance

Consumer Services

Profile

Nick Carver was the founder of Legacy Private Trust Co., founded in 2004, and held the title of Vice President & Director of Investment Services.
Former job includes Chief Equity Officer at National Investment Services, Inc. Education includes undergraduate and graduate degrees from the University of Wisconsin.

Former positions of Nick Carver

Companies	Position	End
Legacy Private Trust Co. Legacy Private Trust Co. Investment ManagersFinance Legacy builds customized portfolios to meet client’s objectives through a disciplined, consistent approach that emphasizes extensive market research, security selection, and strategic asset allocation. The firm’s investment team creates client portfolios by blending equity selections with exchange traded funds (ETFs) to keep investment costs low while maximizing diversification, market opportunities, and tax efficiencies. Their proactive and strategic approach is essential in today’s dynamic markets and global economy. The Legacy strategy is structured to mitigate downside risks, capitalize on economic and market trends, and maximize long-term, risk-adjusted performance.	Founder	01/06/2025
National Investment Services, Inc. National Investment Services, Inc. Investment ManagersFinance National Investment Services, Inc. is an active manager.	Corporate Officer/Principal	-

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Linked companies

Private companies	3
National Investment Services, Inc. National Investment Services, Inc. Investment ManagersFinance National Investment Services, Inc. is an active manager.	Finance
Legacy Private Trust Co. Legacy Private Trust Co. Investment ManagersFinance Legacy builds customized portfolios to meet client’s objectives through a disciplined, consistent approach that emphasizes extensive market research, security selection, and strategic asset allocation. The firm’s investment team creates client portfolios by blending equity selections with exchange traded funds (ETFs) to keep investment costs low while maximizing diversification, market opportunities, and tax efficiencies. Their proactive and strategic approach is essential in today’s dynamic markets and global economy. The Legacy strategy is structured to mitigate downside risks, capitalize on economic and market trends, and maximize long-term, risk-adjusted performance.	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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