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') You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation Home About Us Executive Bios Services Contact Us Client Center Assisting Families in Preserving and Enhancing Wealth for Generations Since our founding in 1984, Legacy Trust Company, N.A. has been assisting families and foundations in preserving their assets, enhancing their wealth, and successfully planning for the transfer of their legacies across multiple generations. Our commitment to personalized service and strong client relationships, coupled with expert management, has enabled Legacy Trust to grow total assets under our administration to $3 billion. Integrity and strength of leadership, along with an innovative approach to wealth management are hallmarks of Legacy Trust. As a trusted partner, we welcome the opportunity to help guide you in achieving your legacy. Sculpture featured is from the Lillie and Hugh Roy Cullen Sculpture Garden, named after and made possible through the charitable contributions from members of the Cullen Family and Friends and from The Cullen Foundation. Click here to access full views and details of sculpture featured. Photography courtesy of the Museum of Fine Arts Houston About Legacy Trust Legacy Trust Company, N.A. was founded in 1984 as a family office trust company for a Texas family. Since that time, Legacy has evolved into a nationally chartered, full service trust company with assets under administration of $3 billion. Our staff of trust and investment professionals is well versed in the issues associated with family wealth. With offices in Houston, Texas and Wilmington, Delaware, Legacy Trust has clients throughout the United States. From the onset, our sole business was, and remains today, the administration of family and foundation assets. Our goal is to provide the highest quality services in order to preserve and enhance the financial well-being of our clients. A vital issue facing wealthy families today is preparing future generations for the responsibilities and pressures inherent when wealth is transferred. Our philosophy is that education and diversification are key to preserving and nurturing the assets held within a family. Legacy Trust takes a multi-manager approach to investing financial assets. We engage premier equity, fixed income and alternative investment advisors to manage our clients’ portfolios and we strongly encourage asset diversification. We believe that successful financial management requires expertise across multiple asset classes. At Legacy, we use an innovative, customized approach to wealth management, realizing that each family situation is unique and individual needs impact how resources should be managed. The Legacy Trust Team R. Cullen Powell Chief Executive Officer, Director Steve C. Sprengnether President & Chief Investment Officer, Director Glenn A. Francis Chief Operating Officer Sarah Snook Vice President, Chief Fiduciary Officer Brad Bangen Investment Officer Nickie Dupuis Family Office Supervisor Gallin Fortunov Vice President Allan MacInnes Vice President, Trust Officer Rebecca Dietz Vice President, Trust Officer Diane Guiberteau Vice President, Trust Officer Gregory A. Hammond Vice President, Tax Manager Mary Jane E. Jwanisik Vice President, Trust Officer Morgan P. Richardson Vice President, Trust Officer Stephen M. Sandhop Trust Operations, Accounting Brenda K. Vitek Vice President, Tax and Accounting Manager R. Cullen Powell Chief Executive Officer, Director Cullen joined Legacy Trust in April 2018. Prior to his time at Legacy, Cullen spent 13 years with Wells Fargo’s Commercial Real Estate Group with time spent in Houston, London, and Dallas. Prior to joining Wells Fargo, Cullen worked for Ford Motor Company in the company’s corporate finance group. Cullen received his B.A. degree from Northwestern University with a double major in History and International Studies. He received his MBA from the McCombs School of Business at the University of Texas with a concentration in real estate finance. Cullen is a member of the Urban Land Institute as well as serving as an advisory board member for the Powell Foundation. The Powell Foundation is a private, family foundation incorporated in Texas that focuses on the fields of education, the arts, health, and conservation in Harris, Travis, and Walker counties. Return Previous Next Steve C. Sprengnether President & Chief Investment Officer, Director Steve joined Legacy Trust in 2005 after working in the investment management divisions of Goldman Sachs & Company and Morgan Stanley & Company in New York and Houston. Prior to his work in the financial services sector, he was a Captain in the US Army, serving in various assignments including deployment to Bosnia. Steve earned his BS in Systems Engineering from the United States Military Academy at West Point, his MBA from Rice University, and is both a Chartered Financial Analyst (CFA) charterholder and Chartered Alternative Investment Analyst (CAIA) charterholder. Steve is a past-President of The Periwinkle Foundation, an organization that provides emotional healing programs for patients at Texas Children’s Hospital. Return Previous Next Glenn A. Francis Chief Operating Officer Glenn has over 40 years of experience in administration and operation of fiduciary and public institutions. A CPA, Glenn joined Legacy in 1986 from the audit division of Arthur Andersen. Glenn received his BA in Accounting from Texas A&M and his MBA in Finance from the University of Houston. He is a member of both the Houston and Texas chapters of the American Society of CPAs and has also served on the boards of various community organizations. Return Previous Next Sarah Snook Vice President, Chief Fiduciary Officer Sarah is a Board Certified attorney in Estate Planning and Probate, and has been working in the field of wealth planning since 2007. Prior to joining Legacy in 2014, Sarah practiced law with firms in El Paso and Houston. Sarah graduated cum laude from Rice University with a BA in Cognitive Sciences, and earned her law degree from the University of Houston. She manages her neighborhood swim team, and enjoys reading, traveling, and spending time with her husband and two children. Return Previous Next Brad Bangen Investment Officer Prior to joining Legacy Trust in 2019, Brad spent 11 years as a senior member of the investment team that managed the pension assets for the Houston Municipal Employees Pension System. Before managing an institutional portfolio, Brad began his career working with high net worth clients at Morgan Stanley and Merrill Lynch. Originally from North Dakota, Brad graduated from Moorhead State University, Minnesota. Brad is a Chartered Alternative Investment Analyst (CAIA) charterholder. In his spare time he enjoys cooking, travel, and spending time with his wife and three daughters. Return Previous Next Nickie Dupuis Family Office Supervisor A CPA, Nickie has served high net worth individuals since 2007. She spent the first 8 years of her career in public accounting and specialized in income and estate tax compliance and planning. Prior to joining Legacy, Nickie worked at a local family office where she excelled in helping ultra-high net worth families with a wide range of services including cash forecasting, charitable planning, accounting, property management, and foundation compliance. She applied her experience of income and estate planning to each project. Nickie graduated cum laude from Texas State University in 2006 with bachelor’s and master’s degrees in Accounting. She is an active member of the Houston Estate and Financial Forum, TSCPA, and AISCPA. She enjoys spending free time with her husband and two sons. Return Previous Next Gallin Fortunov Vice President Gallin manages special projects within Legacy Trust as the company enters a new growth period. Since joining Legacy, he has worked in the company’s investment group with a focu...
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