Stephen Musser is a financial advisor at Legacy Bridge Private Family Offices with 16 years of industry experience. He holds the CFA® designation as well as Series 66 and Series 63 licenses. His prior roles include positions at Northwestern Mutual Investment Services LLC and Victory Capital Management. Legacy Bridge Private Family Offices serves high-net-worth families, related entities, and select trusts, estates, and foundations by providing discretionary investment management alongside comprehensive private family office services. The firm emphasizes diversified, asset-allocation driven portfolios tailored to client objectives and risk tolerance and offers detailed consolidated performance reporting and negotiated performance-based fee arrangements.

Timothy Kadlec is a financial advisor at Legacy Bridge Private Family Offices with 10 years of industry experience. He holds a Series 65 designation and has been with Legacy Bridge since 2015. The firm serves high-net-worth families and individuals by providing discretionary investment management and comprehensive private family office services, including trust oversight and strategic philanthropic planning. Legacy Bridge manages approximately $326 million in discretionary assets and emphasizes diversified, multi-asset portfolios tailored to client objectives and risk tolerances.