David Robert Bauman

Finance

Consumer Services

Profile

Mr. David R.
Bauman is Financial Planning & Investment Adviser at Legacy Private Trust Co. Mr. Bauman was previously employed as Financial Advisor by Northwestern Mutual Wealth Management Co. Mr. Bauman holds a BA in history from Lawrence University, a JD from the University of Wisconsin, an MBA from the University of Wisconsin, and the Chartered Life Underwriter and Chartered Financial Consultant designations.

Former positions of David Robert Bauman

Companies	Position	End
Legacy Private Trust Co. Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments.	Portfolio Manager-Equities	2016-01-31
Northwestern Mutual Wealth Management Co. Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI.	Corporate Officer/Principal	-

See the detail of David Robert Bauman's experience

Training of David Robert Bauman

Lawrence University	Undergraduate Degree
University of Wisconsin	Graduate Degree

Experiences
Positions held

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Listed companies

Private companies