Meet The Team

Learn more about our team of professionals

 

Creative Team

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Judy Esau ChFC, AAMS

Judy Esau ChFC, AAMS

CEO & President

Judy has worked in the financial planning industry for over 30 years. She has extensive experience advising clientele from a variety of backgrounds, with a focus on those in the university system. Judy’s experience covers areas including taxation, retirement planning, estate strategy, and asset management. Through initial client meetings and subsequent annual account reviews Judy works with clients to exchange ideas regarding their family planning needs, discusses implementation of programs that are suitable and continuously reviews their progress towards their goals and suggests needed changes as appropriate. She is also involved with the portfolio construction in relation to clients’ objectives. She carries many accreditations, including the Chartered Financial Consultant (ChFC) and Accredited Asset Management Specialist (AAMS) designations for which she completes 40+ hours of continuing education courses biannually.

Marc Saurborn CFA, MSE, MBA

Marc Saurborn CFA, MSE, MBA

Chief Investment Officer

Marc has over 20 years of experience in investment research and portfolio management and has managed institutional and private client portfolios with a variety of investment mandates, including socially responsible and ESG investing. Prior to co-founding Patrumin Investors, Marc was Senior Analyst for both the US and Global investment teams at Artio Global Investors (Julius Baer Investment Management) and served as Portfolio Manager and Senior Analyst at Thomson, Horstmann & Bryant. Marc was also a Senior Analyst at Merrill Lynch Investment Managers (BlackRock) and an Equity Analyst at Deutsche Asset Management. Marc began his investment career at Brown Brothers Harriman where he was Chief Quantitative Analyst for the International Equities Group. Marc earned a Bachelor of Engineering from Vanderbilt University and an MBA in Finance and Master of Science in Civil Engineering from Georgia Institute of Technology. Marc was awarded the designation of Chartered Financial Analyst® in 1999 and is a member of CFA Society of NY (NYSSA).

Garrett Davidson

Garrett Davidson

Operations Manager

Garrett has eight years of experience in the financial services industry of which some of them were served as a business consultant to financial advisors. He also has previous experience in the industry working for an independent advisory firm as a liaison between Advisors and the firm. In his role as the operations manager, he is responsible for constructing and monitoring workflows along with processing client account transactions. This role serves as the foundation of The Legacy Foundation’s client administrative experience with emphasis on quality control. Garrett also oversees part of our compliance mandates. Garrett earned a Bachelor of Science from the of James Madison University.

Caitlin Allard

Caitlin Allard

Client Services Manager & Paraplanner

Caitlin has 11 years of experience as a financial analyst and has extensive knowledge of corporate operational planning and budgeting. She recently completed the coursework for her CERTIFIED FINANCIAL PLANNER™ designation, the highest standard in financial planning. Caitlin is responsible for coordinating all client meetings and servicing client requests, while also working closely with Judy in the financial planning area to develop personal financial strategies for our clients. She graduated from the University of Virginia with a B.A. in Economics and earned an M.A. from George Mason University in International Commerce and Policy with a focus on Global Development.

Tong Kang

Tong Kang

Research Analyst

Tong works closely with Marc on portfolio construction and conducts research projects on various asset classes as well as the macro economy. Tong also writes our weekly investment newsletter. Tong graduated from the University of Virginia’s McIntire School of Commerce with a B.S. in Commerce with double concentrations in Finance and Accounting. He is also a Level III Candidate in the CFA Program.

Reach Us

200 Hansen Road, Suite 1
Charlottesville, VA 22911

434.971.5917

info@yourlegacyfoundation.com

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