Marta Gray O'Brien

Vice President, Senior Trust and Financial Advisor at Legacy Private Trust Company

📍 Neenah, Wisconsin, United States

Marta Gray OBrien is a Vice President and Senior Trust and Financial Advisor at Legacy Private Trust Company, specializing in personal trust management. An alumna of the University of Wisconsin-Madison with both business and law degrees, she also serves on the 2025-2026 Trust Section Board for the Wisconsin Bankers Association.

Deeply rooted in the Appleton community, Marta is an avid volunteer for the St. Francis Xavier school system. She enjoys spending summers with her family boating in the Waupaca area and actively supports her childrens activities, including their local water ski club.

Unique fact: While her children perform in water-ski shows, Marta contributes by volunteering for their local ski club.

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Experience

21 Years

Current Role

Vice President, Senior Trust and Financial Advisor

Job Level

Leadership

Location

Neenah, Wisconsin, United States

Personality Overview

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Priorities

Topics Marta cares about

Trust & Estate Planning

A seasoned professional in personal trust management, this is her core area of expertise throughout her career at multiple national trust companies.

Community Engagement

Demonstrates strong local ties through her avid volunteer work with the St. Francis Xavier school system in her hometown of Appleton.

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Career

Work history

11-2012

Vice President, Senior Trust and Financial Advisor

Legacy Private Trust Company

1995 - 1998

Trust Officer

JPMorgan Chase & Co.

1990 - 1995

Trust Officer

U.S. Bank

In the press

Media appearances

Marta G. O'Brien | Senior Trust and Financial Advisor | Legacy. Featured in Legacy Private Trust Company (lptrust.com)

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Education

Bachelor of Business Administration - BBA

University of Wisconsin-Madison

Doctor of Law - JD

University of Wisconsin-Madison

Social presence

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