Joseph Paese
Corporate Officer/Principal at MID PENN BANCORP, INC.
Net worth: 190 435 $ as of 2024-04-29
Profile
Joseph L.
Paese is the founder of Legacy Investment Services LLC, Legacy Trust Co. He is currently employed as EVP, Director-Trust & Wealth Management at Mid Penn Bancorp, Inc. and Mid Penn Bank.
Mr. Paese has a graduate degree from Northwestern University and an undergraduate degree from Shippensburg University of Pennsylvania.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MID PENN BANCORP, INC.
0.05% | 2024-03-31 | 9,077 ( 0.05% ) | 190 435 $ | 2024-04-29 |
Joseph Paese active positions
| Companies | Position | Start |
|---|---|---|
| MID PENN BANCORP, INC. | Corporate Officer/Principal | - |
Mid Penn Bank
 Mid Penn Bank Regional BanksFinance Part of Mid Penn Bancorp, Inc., Mid Penn Bank is a state chartered commercial bank. The company is based in Millersburg, PA. Rory G. Ritrievi has been the CEO of the company since 2009. | Corporate Officer/Principal | 2016-04-12 |
Former positions of Joseph Paese
| Companies | Position | End |
|---|---|---|
| Legacy Trust Co. | Chief Executive Officer | - |
Legacy Investment Services LLC
 Legacy Investment Services LLC Investment ManagersFinance Legacy Investment Services LLC operates as a retirement, income and estate planning firm. The firm 's services include social security maximization, investment management, retirement planning, insurance solutions, legacy planning and tax planning. The company was founded by Mark Sharifi and is headquartered in Rancho Cucamonga, CA. | Chief Executive Officer | - |
Training of Joseph Paese
| Northwestern University | Graduate Degree |
| Shippensburg University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MID PENN BANCORP, INC. | Finance |
| Private companies | 3 |
|---|---|
Mid Penn Bank
Mid Penn Bank Regional BanksFinance Part of Mid Penn Bancorp, Inc., Mid Penn Bank is a state chartered commercial bank. The company is based in Millersburg, PA. Rory G. Ritrievi has been the CEO of the company since 2009. | Finance |
Legacy Investment Services LLC
Legacy Investment Services LLC Investment ManagersFinance Legacy Investment Services LLC operates as a retirement, income and estate planning firm. The firm 's services include social security maximization, investment management, retirement planning, insurance solutions, legacy planning and tax planning. The company was founded by Mark Sharifi and is headquartered in Rancho Cucamonga, CA. | Finance |
| Legacy Trust Co. |
- Stock Market
- Insiders
- Joseph Paese
