Greenleaf Trust deepens the bench in Governance, Risk and Compliance division

Julie Weston has transitioned from the client centric team to her new role as a special asset risk management associate as a member of the governance, risk and compliance team.

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Greenleaf Trust announces the addition of five team members

Greenleaf Trust nears 200 employees with the addition of five team members to the client centric and research teams.

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Greenleaf Trust announces promotions in Northern Michigan

Greenleaf Trust is pleased to share the promotion of Regina Jaeger and Lauree VanderVeen to Vice President, Northern Michigan Market Team Leads and Senior Trust Relationship Officers.

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Greenleaf Trust named Inclusive Workplace by COLOR Magazine

Best Companies Group, in collaboration with COLOR Magazine, recognized Greenleaf Trust as an Inclusive Workplace in December 2023.

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Greenleaf Trust Announces Promotions and Role Change in Operations Division and Research Team

Greenleaf Trust is pleased to share the promotion of Theresa Loucanides and Brittany Szymczak to tax officers, and the addition of Patrick Bruining to the research team.

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Greenleaf Trust announces addition of three team members

Greenleaf Trust continues to grow with the addition of three teammates

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Greenleaf Trust announces master’s degree and two designations

Greenleaf Trust is pleased to share the continued development of teammates with a recent master’s degree and two professional designations.

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Greenleaf Trust announces Crain’s Detroit Excellence in HR recipient

Senior Human Resources Specialist, Kim Dudley, has recently earned a place on Crain’s Detroit’s Excellence in HR List.

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Greenleaf Trust recognized on list of Best Places to Work in Southeast Michigan by Best Companies Group and Crain’s Detroit Business

Greenleaf Trust was named as one of the 2023 Best Places to Work in Southeast Michigan on Aug. 28. The annual list of the Best Places to Work in Southeast Michigan was created by Best Companies Group in partnership with Crain’s Detroit Business. This statewide survey and awards program identifies, recognizes and honors the best […]

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Greenleaf Trust announces two Certified Trust Operations Professional® certifications.

Greenleaf Trust is pleased to share Assistant Director of Operations, Andrea Stidmon, and Senior Trust Operations Analyst, Hayley Smith-Bailey, have successfully achieved their Certified Trust Operations Professional (CTOP®) certification. As Assistant Director of Operations, Andrea provides leadership to the Operations Division and is responsible for the oversight of trust operations performed to accurately reflect all […]

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Greenleaf Trust announces promotion of Jeff Pauza to Vice President, Assistant Director of Wealth Management

Greenleaf Trust is pleased to share the promotion of Jeff Pauza to Vice President, Assistant Director of Wealth Management.

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The Importance of Inclusion in Our Culture

We are on a Diversity, Equity, and Inclusion (DEI) journey and have been for the last 25 years. We believe in the benefits of bringing uniquely different people with uniquely different backgrounds together within a unique culture.

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Greenleaf Trust announces promotions

Greenleaf Trust is pleased to announce promotions on the client centric and research teams.

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Greenleaf Trust announces division and role changes

Senior Business Process Analyst, Asa Davis, has recently changed divisions from the Business Information Services Division to the Retirement Plan Services Division. Asa will focus on identifying business improvements and opportunities for organizational development. He has over 20 years of experience in the financial services industry and earned his bachelor’s degree in business administration and […]

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Greenleaf Trust announces additions to the client centric team and Retirement Plan Division

Greenleaf Trust is pleased to share the addition of four new teammates.

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Greenleaf Trust named National Association for Business Resources 2023 Best and Brightest Winner in Wellness

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement*, announced that it has been recognized as one of 2023 Michigan’s Best and Brightest in Wellness® by the National Association for Business Resources.

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Greenleaf Trust announces CTFA designation

Michael Holmes, a Trust Relationship Officer in Kalamazoo, Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.

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Greenleaf Trust announces project management certification

Project Manager, Mercedes Sims receives Certified Associate in Project Management designation through the Project Management Institute

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Greenleaf Trust announces role change

Greenleaf Trust is proud to announce the addition of Elva Clayborn to the client centric team.

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Greenleaf Trust announces two certifications in Human Resources

Senior Talent Acquisition Specialists, Lisa Luebke and Jacqueline Sperling receive certifications in Human Resources

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Greenleaf Trust announces addition of two new teammates

Greenleaf Trust is pleased to share the addition of Audit Associate, Ashleigh Egler-Williams and Associate Participant Services Administrator, Nicholas Bourbeau

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Greenleaf Trust named National Association for Business Resources 2023 Best and Brightest Winner in West Michigan and Metro Detroit

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement*, announced that it has been recognized as one of the 2023 Best and Brightest Companies to Work For® in West Michigan and Metro Detroit by the National Association for Business Resources

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Greenleaf Trust receives two awards in Southeast Michigan: Best and Brightest Iconic Award in Metro Detroit from the National Association for Business Resources and the Community Engagement Award from DBusiness Top Corporate Culture Awards.

Greenleaf Trust recognized as a Best and Brightest Iconic Award winner in Metro Detroit as well as the Community Engagement Award winner for DBusiness Top Corporate Culture Awards.

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Greenleaf Trust announces addition to the client centric team

Greenleaf Trust is pleased to share the addition of Team Service Coordinator, Kerri Rosenbaum, to our team. Kerri is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource […]

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Greenleaf Trust announces CTFA designation

Rachel Mortensen, a senior estate settlement associate – team lead in southeast Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.

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Greenleaf Trust announces diversity certification

Greenleaf Trust is proud to announce diversity and inclusion certification for Lisa Luebke.

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Greenleaf Trust announces additions to the team

Andrew Edgar, Gabbi May and Quincy Jackson join the team at Greenleaf Trust.

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Greenleaf Trust Announces Hire of Managing Director

Greenleaf Trust announced today that Bill Feldmaier is joining the company as managing director of southeast Michigan located in its Birmingham office. With more than 20 years of experience in the institutional pension, 401k and retirement space, Feldmaier will be responsible for market strategy, business development and leadership of the Greenleaf Trust’s Birmingham office. He will be working throughout southeast Michigan to grow the firm’s personal trust, family office and retirement plan business.

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Greenleaf Trust announces certification and new hire in the Finance Division

Greenleaf Trust is pleased to share Financial Accounting Analyst Marisol Quiroz’s successful completion of her Certified Public Accountant designation. To earn the CPA designation, Marisol completed her Masters in Accountancy at Western Michigan University, passed all four sections of the CPA exam and had to demonstrate her abilities over at least 2,000 hours of application. […]

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Greenleaf Trust announces promotion in the Finance Division

Greenleaf Trust is pleased to announce the promotion of Christine M. Hansen, CPA to assistant vice president, finance. Christine is responsible for the corporate accounting, taxation and financial reporting functions. She ensures compliance with regulatory and governing requirements and partners with third party accounting firms to administer financial audits.

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2022 Review and 2023 Outlook

Arguably, 2022 was one of the more challenging of the past 25 years. We experienced high inflation that extended throughout the economy and induced monetary policy surprises as central banks tightened in response. Russia’s invasion of Ukraine shocked commodity prices exacerbating inflationary pressures and accelerating monetary policy changes. As the year progressed, tighter policy caused activity in the housing market to slow dramatically and the combination of these factors significantly increased the likelihood of a recession. Relative to when the year began, all of these developments came as surprises.

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Survey Says…

As we look for opportunities to serve our clients better, we begin by listening to those that matter most – our clients.

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Michigan’s Updated POLST Form

Many individuals have durable powers of attorney for health care, or advance directives, as part of their estate plan. These documents appoint a surrogate, or patient advocate, to make health care decisions for them when they are unable to do so in a hospital setting. An advance directive is effective only after two physicians have certified as part of the patient’s medical record that the patient is unable to participate in their own health care decision-making. As such, there are conditions to when an advance directive becomes effective. Nor is a durable power of attorney for health care in the form of a medical or physician’s order.

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New Limits to Transfer Taxes for 2023

In late October of 2022, the IRS published the inflation adjusted limits for transfer taxes for 2023. The Applicable Gift and Estate Exclusion Amount increases to $12,920,000 per individual up from $12,060,000 in 2022. For those individuals who have used their full exclusion amount, they now have an additional $860,000 to give without incurring gift tax. This exclusion is the amount that an individual may transfer during their lifetime or at their death without incurring gift and estate tax.

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Greenleaf Trust announces promotions

Allison Birmingham has been promoted to assistant vice president, senior wealth management advisor. Anne Bohl has been promoted to senior wealth management coordinator. Patrick Bruining has been promoted to senior trust operations analyst. Chris Burns has been promoted to vice president, assistant director of research. Gabrielle Contesti has been promoted to senior project manager. Wendy […]

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Greenleaf Trust announces promotion and additions

Julie Weston has been promoted to special asset associate on the estate settlement team. She is responsible for the management of special assets in the settling of estates. She has over ten years of experience in client service. Julie earned her bachelor’s degree from Western Michigan University and a master’s degree from Walden University. Joel […]

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Greenleaf Trust announces CFP® certification

Family office wealth strategist receives CFP® Certification Family Office Wealth Strategist Brittany Szymczak, CFP®, CPA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Brittany is responsible for providing comprehensive family wealth […]

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Greenleaf Trust Recognized as Inclusive Workplace by Best Companies Group

Greenleaf Trust is proud to announce that it has been recognized as an “Inclusive Workplace” by Best Companies Group, a workplace culture and employee engagement expert, and COLOR Magazine, a leader in corporate inclusivity.

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Greenleaf Trust announces two CFP® certifications

Wealth management associate and trading specialist receive CFP® Certifications Wealth management associate Brian Schafer, and trading specialist Mollie Felt have been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Brian is a member […]

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Greenleaf Trust named National Best and Brightest in Wellness Winner by National Association for Business Resources

Greenleaf Trust, a Michigan-chartered wealth management firm with $17 billion in assets under advisement*, announced that it has been recognized as a 2022 National Best and Brightest in Wellness winner after being named a Michigan winner earlier this month.

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Greenleaf Trust named Michigan’s Best and Brightest in Wellness 2022 Elite Winner in Participation and Incentives

November 17, 2022, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $17 billion in assets under advisement*, announced that it has been recognized not only as one of Michigan’s Best and Brightest in Wellness but as an Elite Winner in Participation and Incentives. Winning companies were recognized at the “Michigan’s Best and […]

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Greenleaf Trust Chief Financial Officer honored by Western Michigan University Homer Stryker M.D. Medical School

Greenleaf Trust is pleased to share Chief Financial Officer Steve McKiddy was honored November 10, 2022 with the first annual Western Michigan University Homer Stryker M.D. School of Medicine Philanthropy Volunteer of the Year Award at the medical school’s donor appreciation luncheon. Steve has been the Chairman of the Dean’s Circle of Leadership Giving for […]

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Greenleaf Trust announces addition of new member to the Board of Directors

Greenleaf Trust is proud to announce the addition of James Liggins, Esq. to board of directors: At the regularly scheduled October board of directors meeting, the board unanimously voted to accept the nomination of James Liggins, Esq. to the Board of Directors of Greenleaf Financial Holding Company, Greenleaf Trust of Michigan and Greenleaf Trust of […]

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Greenleaf Trust announces CTFA designation

October 7, 2021 Birmingham, MI – Greenleaf Trust announces CTFA designation Senior trust relationship officer receives Certified Trust and Fiduciary Advisor designation Mark Meyers, CFP, CTFA, CLU, ChFC, a Senior Trust Relationship Officer in southeast Michigan was recently awarded the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. Mark provides holistic […]

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Greenleaf Trust announces CFP® Certification

Senior Wealth Management Associate Garrett Urman, CFP®, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Garrett is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning […]

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Greenleaf Trust announces promotion

Greenleaf Trust is proud to announce the promotion of Mandi Doster to estate settlement coordinator: Greenleaf Trust is pleased to announce the promotion of Mandi Doster to estate settlement coordinator in Kalamazoo, Michigan. She is responsible for coordinating the efforts of the estate settlement team and providing comprehensive administrative support. She drives an efficient workflow […]

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Greenleaf Trust announces CFP® Certification

Senior Manager Selection Analyst Jacob Barker, CFA, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Jacob has worked at Greenleaf Trust since 2018, and is responsible for supporting the evaluation, […]

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Greenleaf Trust announces CTFA designation

January 13, 2021 Kalamazoo, MI – Greenleaf Trust announces CTFA designation Senior Trust relationship associate receives Certified Trust and Fiduciary Advisor designation Kathryn Gadbois Schafer, J.D., CTFA, a senior trust relationship associate in Kalamazoo, Michigan was recently awarded the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. Kathryn is responsible for […]

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Greenleaf Trust announces new hire

Birmingham, MI — September 17, 2012 Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of Julie Weston, who has joined the company’s personal trust team. Julie A. Weston Team Service Coordinator Julie is responsible for providing comprehensive support and administrative assistance within the personal trust area. Julie has over seven years of […]

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Greenleaf Trust announces CFP® Certification

Trust relationship officer receives CFP® Certification Trust Relationship Officer Cory Spaulding, CFP®, CTFA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Cory is responsible for trust administration and holistic wealth management […]

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