March 19, 2024
Greenleaf Trust named 2024 Top Workplaces USA and featured in USA TODAY
Greenleaf Trust is honored to announce it is a recipient of the prestigious 2024 Top Workplaces USA award.
Read MoreMarch 19, 2024
Greenleaf Trust is honored to announce it is a recipient of the prestigious 2024 Top Workplaces USA award.
Read MoreGreenleaf Trust is honored to be named as one of the 2024 Best and Brightest Companies to Work For in Metro Detroit and West Michigan by the National Association for Business Resources. This year marks the fourteenth consecutive year of receiving these awards. Considering the ten to one ratio of this program, these winning companies […]
Read MoreMarch 8, 2024
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.
Read MoreFebruary 12, 2024
Greenleaf Trust nears 200 employees with the addition of five team members to the client centric and research teams.
Read MoreJanuary 16, 2024
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.
Read MoreJanuary 5, 2024
Best Companies Group, in collaboration with COLOR Magazine, recognized Greenleaf Trust as an Inclusive Workplace in December 2023.
Read MoreNovember 16, 2023
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.
Read MoreOctober 14, 2023
Greenleaf Trust continues to grow with the addition of three teammates
Read MoreOctober 17, 2023
Greenleaf Trust is pleased to share the continued development of teammates with a recent master’s degree and two professional designations.
Read MoreOctober 5, 2023
Senior Human Resources Specialist, Kim Dudley, has recently earned a place on Crain’s Detroit’s Excellence in HR List.
Read MoreSeptember 12, 2023
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 […]
Read MoreAugust 29, 2023
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 […]
Read MoreAugust 25, 2023
Greenleaf Trust is pleased to share the promotion of Jeff Pauza to Vice President, Assistant Director of Wealth Management.
Read MoreAugust 4, 2023
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.
Read MoreJuly 18, 2023
Greenleaf Trust is pleased to announce promotions on the client centric and research teams.
Read MoreJuly 18, 2023
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 […]
Read MoreJune 30, 2023
Greenleaf Trust is pleased to share the addition of four new teammates.
Read MoreJune 29, 2023
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.
Read MoreJune 15, 2023
Michael Holmes, a Trust Relationship Officer in Kalamazoo, Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.
Read MoreJune 15, 2023
Project Manager, Mercedes Sims receives Certified Associate in Project Management designation through the Project Management Institute
Read MoreJune 1, 2023
Greenleaf Trust is proud to announce the addition of Elva Clayborn to the client centric team.
Read MoreMay 9, 2023
Senior Talent Acquisition Specialists, Lisa Luebke and Jacqueline Sperling receive certifications in Human Resources
Read MoreMay 8, 2023
Greenleaf Trust is pleased to share the addition of Audit Associate, Ashleigh Egler-Williams and Associate Participant Services Administrator, Nicholas Bourbeau
Read MoreApril 13, 2023
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
Read MoreMarch 22, 2023
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.
Read MoreMarch 1, 2023
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 […]
See MoreMarch 1, 2023
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.
Read MoreJanuary 26, 2023
Greenleaf Trust is proud to announce diversity and inclusion certification for Lisa Luebke.
Read MoreJanuary 26, 2023
Andrew Edgar, Gabbi May and Quincy Jackson join the team at Greenleaf Trust.
Read MoreJanuary 17, 2023
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.
Read MoreJanuary 9, 2023
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. […]
Read MoreJanuary 9, 2023
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.
Read MoreJanuary 5, 2023
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.
Read MoreJanuary 5, 2023
As we look for opportunities to serve our clients better, we begin by listening to those that matter most – our clients.
Read MoreJanuary 5, 2023
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.
Read MoreJanuary 5, 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.
Read MoreJanuary 3, 2023
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 […]
Read MoreJanuary 3, 2023
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 […]
Read MoreJanuary 3, 2023
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 […]
Read MoreDecember 19, 2022
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.
Read MoreDecember 19, 2022
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 […]
Read MoreNovember 22, 2022
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.
Read MoreNovember 17, 2022
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 […]
Read MoreNovember 16, 2022
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 […]
Read MoreOctober 25, 2022
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 […]
Read MoreOctober 10, 2022
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 […]
Read MoreSeptember 13, 2022
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 […]
Read MoreApril 5, 2022
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 […]
Read MoreMay 9, 2022
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, […]
Read MoreJanuary 13, 2022
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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