Press Release

Greenleaf Trust announces promotions

Greenleaf Trust is proud to announce the following promotions: Peggy Anderson has been promoted to senior vice president, director of operations. Daniel Baker has been promoted to senior vice president, director of business development and trust relationship officer. Karen Baldwin has been promoted to senior vice president, director of human resources. Jacob Barker has been […]

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Press Release

December 23, 2019

Greenleaf Trust announces CFP® Certification

December 2019, Bay Harbor, MI – Greenleaf Trust announces CFP® Certification Wealth Management Advisor Corbin M. Donaldson receives CFP® Certification Wealth Management Advisor Corbin Donaldson, CFP®, MBA at Greenleaf Trust in Bay Harbor has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification […]

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Press Release

December 20, 2019

Greenleaf Trust announces new hire

Greenleaf Trust is proud to announce the addition of a new team member: Alysha Ridderman joins the team as a project manager. Alysha is responsible for executing projects supporting all areas of Greenleaf Trust. She has over ten years of process improvement experience in a fast-paced and rapidly changing industry. Alysha earned her bachelor’s degree […]

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Press Release

November 25, 2019

Greenleaf Trust announces new hire

Greenleaf Trust is proud to announce the addition of a new team member: Doug P. Bajor joins Greenleaf Trust as a senior wealth management advisor. Doug specializes in the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of client investment portfolios. He has over 38 years of experience in the […]

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Press Release

November 14, 2019

Greenleaf Trust announces three new hires and two promotions

November 2019, Kalamazoo and Traverse City, MI – Greenleaf Trust announces three new hires and two promotions Greenleaf Trust is proud to announce the addition of three new team members: Jan Crossman joins the Traverse City location as a team service coordinator. She is responsible for providing administrative support, day-to-day servicing of account needs and […]

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Press Release

November 12, 2019

Greenleaf Trust announces CFA Institute Investment Foundations Certificates

As part of their internship at Greenleaf Trust, Victor Perez and Eddie Warr have completed the CFA Institute Investment Foundations® Program. Each intern was awarded the CFA investment Foundations Certificate after passing an extensive exam that covered ethics, economics, finance, investments and risk management. Also Greenleaf Trust Scholarship recipients, the interns have successfully demonstrated their […]

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Press Release

November 5, 2019

Greenleaf Trust announces Chartered Retirement Plans Specialist Certification

Rosalice C. Hall completed a course of study and examination through the College of Financial Planning encompassing design, installation and administration of retirement plans and earned the Chartered Retirement Plans Specialist℠ designation. Rosie has been with Greenleaf Trust since 2011 and is responsible for providing comprehensive support for individual and corporate retirement plan clients.

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Press Release

October 25, 2019

Greenleaf Trust announces new hire

October 2019, Birmingham, MI – Greenleaf Trust announces new hire Greenleaf Trust is proud to announce the addition of a new team member: Jeffrey Hoekstra joins the Greenleaf Trust team as a Business Development Officer. Jeff is responsible for new business development with a focus on company-sponsored retirement plans. He has over 13 years of […]

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Press Release

October 17, 2019

Greenleaf Trust announces new hire

October 2019, Kalamazoo, MI – Greenleaf Trust announces new hire Greenleaf Trust is proud to announce the addition of a new team member: T’Ausia Bronson joins Greenleaf Trust as a human resources coordinator. T’Ausia is primarily responsible for a variety of administrative, compliance, legal and recruiting tasks. In addition to providing support during the interview […]

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Press Release

August 17, 2019

Greenleaf Trust Wins Dual Honors as Best and Brightest Companies to Work For® and Best and Brightest in Wellness™

August 28, 2019, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $14 billion in assets under advisement, announced that it’s been recognized as a Metro Detroits’ Best and Brightest Companies to Work For®, and a Michigan statewide Best and Brightest in Wellness. Best and Brightest Companies to Work For evaluates employee feedback […]

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