Employee Stories

February 10, 2020

After 65 marathons and 100,000+ miles, Doug Bajor ran to us.

When a morning snow impeded Doug Bajor’s paper route, he did what any other determined grade-schooler would do: he ditched his bike, and delivered the paper by running door to door. That customer-first mindset brought Doug to the attention of Greenleaf Trust, where he recently joined us as a senior wealth management advisor. Doug and […]

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Press Release

Greenleaf Trust Wins Honored as Top 101 Best and Brightest Companies to Work For® in the Nation for 2019

February 7, 2020, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $14 billion in assets under advisement, announced that it has been recognized as a Top 101 Best and Brightest Companies to Work For® in the Nation. Best and Brightest Companies to Work For evaluates employee feedback based on key measures such […]

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Media

February 2, 2020

SEC considers modernizing accredited investor definition

Lucas Mansberger, senior manager selection analyst and investment strategist at Greenleaf Trust in Kalamazoo, notes the “very strong” divergence in public comments to the SEC between the investment industry and investor advocates and protection organizations. When people are moving from public to private capital markets that have less oversight, “we view that it’s much more likely that abuses will […]

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Media

January 31, 2020

A perspective on the new coronavirus outbreak

Concerns over the human and economic impact of the coronavirus outbreak in China have driven a financial market flight to safety in recent days. The outbreak invites anxiety on the heels of a sustained rally in U.S. stocks that occurred despite looming issues, including a presidential impeachment, ongoing global trade negotiations and a flare up […]

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Press Release

January 28, 2020

Greenleaf Trust announces new hire

January 2020, Kalamazoo, MI – Greenleaf Trust announces new hire Greenleaf Trust is proud to announce the addition of a new team member: Perry Wolfe joins Greenleaf Trust as senior vice president, executive director of development. He is responsible for overseeing the development, implementation and execution of the overall strategy and growth efforts of our […]

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Nicholas A. Juhle, CFA®

Senior Vice President, Director of Research

Viewpoints

January 27, 2020

Perspective on Wuhan Coronavirus Outbreak

Concerns over the human and economic impact of the coronavirus outbreak in China have driven a financial market flight to safety in recent days. The outbreak invites anxiety on the heels of a sustained rally in U.S. stocks that occurred despite looming issues including a presidential impeachment, ongoing global trade negotiations, and a flare up […]

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Seminar

January 21, 2020

Greenleaf Trust’s Year In Review: A Seminar on Financial Markets and Our Outlook for 2020

Media

January 21, 2020

Change-Ups

Kalamazoo-based Greenleaf Trust announced the promotions of Daniel Baker to senior vice president, director of business development and trust relationship officer; Sarah Johansson to senior vice president, director of marketing; and Nicholas Juhle to senior vice president, director of research. Read more in the Grand Rapids Business Journal

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Perspectives

January 13, 2020

January 2020 Perspectives Newsletter

William D. Johnston

Chairman

Perspectives

January 13, 2020

Economic Commentary

As you can imagine, recent events such as the US drone attack that killed a top Iranian military commander, Qassem Soleimani, in Iraq has caused many questions from clients and readers of our newsletter. Nick Juhle and his research team have offered their perspectives and advice with respect to the economic and investment implications of […]

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