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August 14, 2025 17 mins
Connor O’Brien, vice president and trust investment officer at Legacy Private Trust Co., has spent his career helping clients accomplish their financial goals. On this week’s episode, O’Brien talks with co-hosts Kate Bruns and Ann Franz about how Legacy prepares its clients to manage market instability and why today’s volatility isn’t unusual from other times.

“We have tried to instill in our clients…this will happen, we need to plan for it, we need to expect it, so when it does come, we have prepared for it,” O’Brien says. “And you have a portfolio that’s built to weather this or any other storm that might come about.” Learn more about Legacy Private Trust at https:// https://www.lptrust.com/
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