Chord McLaughlin CFA®

Portfolio Manager

Chord McLaughlin, Legacy Trust's Portfolio Manager, is a Chartered Financial Analyst (CFA) who has worked in financial services for over ten years.  As an active member of the Investment Committee, Chord oversees the development and execution of Legacy’s investment strategies.  Chord also serves an integral role in the research and due diligence of investment managers.  Chord and his team publish Legacy's Quarterly Market Insights and market commentaries to keep clients up-to-date and informed.

Chord graduated from the University of North Florida with a B.B.A. in Finance and a further focus on investments. He is a member of the CFA Society of Jacksonville and was a Product and Industry Analyst at Pinnacle Insurance and Financial Services, LLC prior to joining Legacy Trust. He exuberates passion for investments and portfolio management; taking pride in the work that goes into the long-term growth and preservation of Legacy’s client portfolios.