Bequest Legacy Investing

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Bequest is the result of three families coming together to create an investor first, ethically driven organization. Our vision is to become the most trusted and essential global investment firm with a mission to inspire confidence in our investors by working only with highly talented professionals... Read more

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James B. Keefe
Marketing Director - Investment Management

James B. Keefe

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Austin Jacox
Marketing Specialist
Trish Higgins
Vice President Human Resources
Lauren Wilcox
Asset Manager