About Us

Our advising staff consists of professionals with a vast range of distinguished credentials, including Chartered Financial Consultant, Accredited Asset Management Specialist, Chartered Financial Analyst, and health and life insurance licenses.

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Judy Esau, ChFC, AAMS
Judy Esau, ChFC, AAMS

CEO & President

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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, MBA
Marc Saurborn, CFA, MBA

Portfolio Manager

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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 Sciencein Civil Engineering from Georgia Institute of Technology. Marc was awarded the designation of Chartered Financial Analyst® in 1999 and is a member of CFA Societyof NY (NYSSA).
Garrett Davidson
Garrett Davidson

Operations Manager

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Garrett has been in the financial industry for over seven years. He began his career as a Financial Advisor with Edward Jones Investments and spent six years as a Business Consultant with LPL Financial. He is responsible for opening any financial accounts our clients have agreed to in the implementation of their financial plan, the daily processing of all financial transactions, and handling administrative requests from clients regarding their investment accounts. He earned a Bachelor of Science from James Madison University
Caitlin Allard
Caitlin Allard

Client Services Manager & Paraplanner

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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, thehighest standard in financial planning, and successfully completed the CFP® Certification Examination in March. 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

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Tong has over three years’ experience as a research analysis for The Legacy Foundation. He works closely with Marc on portfolio construction and conducts research projects on a wide range of topics from asset classes to macroeconomics. He 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.
Erika Atwood
Erika Atwood

Intern

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Erika is a rising third year in the McIntire School of Commerce at the University of Virginia. She plans to graduate with a B.S. in Commerce, concentrating in Finance and Marketing, as well as a minor in Psychology. She is responsible for researching topics for client presentations, particularly in the area of ESG investing, and developing our new social media campaign.
Charlie Trochlil
Charlie Trochlil

Intern

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Charlie is a rising third year at the University of Virginia pursuing his bachelor’s degree in Commerce. Charlie works to produce ad copy and design marketing campaigns. He has also been integral to the launch of our new website.
Sir Edward
Sir Edward

Office Greeter

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Sir Edward has 9 years of experience as a dog. His chief responsibilities include napping on the couch and trying to take everybody’s lunch. Additionally, he serves as the official office greeter, extending a warm welcome to any visitors.

Reach Us

200 Hansen Road, Suite 1
Charlottesville, VA 22911

434.971.5917

434.381.4368

info@yourlegacyfoundation.com

Contact Us Today!