Greenleaf Trust announces 2022 promotions

Greenleaf Trust is proud to share the following promotions:

Karen Baldwin has been promoted to EVP, Director of Human Resources

Jacob Barker has been promoted to Senior Manager Selection Analyst

Patrick Bruining has been promoted to Trust Operations Analyst

Sharon Conran has been promoted to Vice-President, Senior Estate Settlement Officer-Team Lead

Steve Davis has been promoted to Wealth Management Advisor

Jen Dohm has been promoted to Senior Team Service Coordinator-Northern Michigan Team Lead

Corbin Donaldson has been promoted to Senior Wealth Management Advisor

Mandi Doster has been promoted to Client Service Associate

Brian Farrell has been promoted to Wealth Management Advisor

Taylor Farrell has been promoted to Digital Marketing and Media Specialist

Rosie Hall has been promoted to Senior Relationship Specialist

Nick Juhle has been promoted to Chief Investment Officer

Chuck Knoll has been promoted to Senior Family Office Portfolio Manager

Lisa Luebke has been promoted to Senior Talent Acquisition Specialist

Mike Mikrut has been promoted to Wealth Management Advisor

Rachel Mortensen has been promoted to Senior Estate Settlement Associate-Team Lead

Kate Schafer has been promoted to Senior Trust Relationship Associate

Andrea Stidmon has been promoted to Assistant Director of Operations

Kristen Tidd has been promoted to Assistant Vice-President, Senior Trust Relationship Officer

Garrett Urman has been promoted to Senior Wealth Management Associate

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor and Traverse City, Greenleaf Trust is an independent Michigan-chartered trust-only bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com

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