Skip to content

Denise M. Penz

Partner, CRI Advisors, LLC | Chief Executive Officer, Preferred Legacy National Trust Bank, LLC

Direct:
Mobile:

Denise serves as the Chief Executive Officer of Preferred Legacy National Trust Bank, the trust and estate administration wing belonging to the CRI Family of Companies. In addition to her time spent serving in the U.S. Navy, her tenured history of more than 25 years of experience in the trust and banking leadership arena, including wealth management, lending, mergers and acquisitions, private banking, and brokerage, make Denise the ideal figure to lead their strategy and client service offerings.

Years of Experience

28

Education

West Liberty University, Bachelor’s
Wheeling University, Master’s

Professional & Civic Leadership

A Special Wish, Ohio Valley Chapter
Capital Campaign Chairman, YWCA, Wheeling, WV
West Liberty University Foundation Board
Women’s Impact
Women’s Giving Circle

I am a doting grandmother.

INSIGHTS FROM Denise M. Penz

EVENTS WITH Denise M. Penz