Glenview Trust expands to Bowling Green
Published 2:45 am Wednesday, October 5, 2022
- Elizabeth McKinney
The Glenview Trust Company is opening a new office in Bowling Green. The wealth management firm has a headquarters office in Louisville and a Lexington office that opened last year.
Greg Wassom will serve as investment principal in Bowling Green, and Elizabeth McKinney will be trust principal.
The new office is scheduled to open in the fall, with the hiring of additional staff. The firm is considering locations for the office.
Wassom has more than 30 years of experience in the investment and finance industry. He previously served as senior portfolio manager with U.S. Bank within the Private Wealth Management Group.
McKinney brings more than 27 years of legal expertise to her new role. She most recently served as legal counsel at the English, Lucas, Priest & Owsley law firm in Bowling Green, where she specialized in estate planning, probate and corporate law and worked with clients to prepare wills, trusts, antenuptial agreements, and other estate planning issues.