Lars joined Legacy Financial upon graduating magna cum laude from Northern Kentucky University with degrees in Accounting and Finance. He currently works as Research Analyst/Trader. With prior experience at Fidelity and Merrill Lynch, he knew that the investment management field was the career that he wanted to pursue. With an entrepreneurial spirit instilled by his parents, Lars is constantly looking for ways to help the firm adapt and grow.
At Legacy Financial, Lars assists with the management of Legacy models and SMA network, investment-related research and advisor-requested analysis and research, and daily trading activities, among other things. His interpersonal and organizational skills allow him to perform day-to-day activities without needing constant oversight or close management. Lars strives to produce high-quality work in a time-efficient manner. This ensures that he can knock out daily activities quickly and effectively, allowing for more time to work on bigger-picture projects and research.
Lars enjoys the people he is surrounded by at Legacy Financial and the continuous learning opportunities that he has each day. No two days are the same, and he gets to work on important projects that provide actionable progress for both the investment department and the firm as a whole. He feels grateful to learn and be mentored by the amazing and hard-working people at Legacy Financial.
Lars comes from a large family that is very competitive and supportive, pushing him out of his comfort zone and encouraging him to follow his passions. His three siblings and over 30 cousins have been a focal point in his life.
Currently a Level 2 Candidate in the CFA Program, a lot of his free time is spent preparing for the examination so his hobbies are sparse at the moment. Lars enjoys exercising, playing and watching sports, cooking, and traveling.