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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Press Release

August 17, 2019

Greenleaf Trust announces new hires

August 2019, Kalamazoo and Grand Rapids, MI – Greenleaf Trust announces new hires Greenleaf Trust is proud to announce the addition of three new team members: Tracy Gauthier joins Greenleaf Trust as Assistant Director of Compliance. Tracy is responsible for leading Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory implementation […]

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Press Release

Greenleaf Trust announces new team member designation

August 2019, Kalamazoo, MI – Greenleaf Trust announces new team member designation Greenleaf Trust is proud to announce Julie Howes Certified Securities Operations Professional designation: Julie Howes, a Senior Trust Operations Specialist who will celebrate a 10 years at Greenleaf Trust this fall, received her Certified Securities Operations Professional (CSOP) designation. The CSOP designation is […]

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Press Release

August 17, 2019

Greenleaf Trust recognized for diversity initiatives and for being a “cool place to work”

August 2019, Kalamazoo, MI — In the span of one week, Greenleaf Trust has been named a winner of the 2019 Salute to Diversity Award by Corp! Magazine, and a “Cool Place to Work” by Crain’s Detroit Business. The two distinguished awards reflect Greenleaf Trust’s ongoing success in integrating “best practices” throughout its wealth management […]

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Press Release

Greenleaf Trust announces promotion

Internal Promotion August 2019, Kalamazoo, MI – Greenleaf Trust announces promotion Greenleaf Trust is proud to announce the promotion of Asa M. Davis to Senior Business Process Analyst. After five years of service as Business Process Analyst, Asa Davis has been promoted to Senior Business Process Analyst. He is responsible for identifying business improvements and […]

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