Greenleaf Trust adds to the Family Office Division

June 8, 2022, Grand Rapids, MI – Greenleaf Trust adds to the Family Office Division

Greenleaf Trust adds three new teammates to the Family Office Division:

Andy Fabiano joins Greenleaf Trust as a senior family office wealth advisor. As part of the Family Office at Greenleaf Trust, Andy is responsible for the coordination and oversight of investment advisory services. With over thirty years of experience in the field of investments, he assists families in navigating the complexities and responsibilities of wealth over multiple generations. Prior to joining Greenleaf Trust, Andy worked as a Senior Vice President and Senior Portfolio Manager for an international trust bank managing over $2 billion in diversified assets for multi-generational family clients. Prior experience includes working for a regional bank on the equity trading floor and as an equity mutual fund manager. Andy has a bachelor’s degree in finance from Grand Valley State University and a master’s degree in business administration from the Michigan State University Broad College of Business. He is a CFA® charter holder and member of CFA® Institute.

Greenleaf Trust is also pleased to welcome Donna Zandee as family office advisor. She is responsible for coordination and oversight of fiduciary services provided to our clients.  With over 35 years of experience in trust, private family foundation and estate administration, she helps guide individuals and families in managing their wealth through planning and education.  Donna is a graduate of Aquinas College and the American Bankers Association National Graduate Trust School.

Shannon Barber joins the Family Office as family office service representative. She is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and helping support the efforts of The Family Office at Greenleaf Trust.  Shannon has over 20 years of customer service and quality assurance experience.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Bay Harbor, Traverse City and Midland, 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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