December 7, 2020, Traverse City and Kalamazoo, MI – Greenleaf Trust announces two new hires

Greenleaf Trust is proud to announce the addition of two new team members:

Suzanne Stepan, CFA, CFP® joins Greenleaf Trust as vice president, senior wealth management advisor. Suzanne specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. She strives to provide remarkable client service through the delivery of fiduciary excellence, holistic wealth management, advanced financial planning, and proactive client care in a team-based environment. As a prior hedge fund manager, Suzanne possesses a broad knowledge in a variety of securities, trading strategies, and financial markets. She holds a bachelor’s degree in finance from Northern Illinois University and an M.B.A. with distinction from Lawrence Technological University. She has over 30 years of experience in the financial services industry. Suzanne is a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Christie Dando joins the team as client service specialist – conversion. Christie’s focus is supporting retirement plan clients by way of excellent, proactive service, managing the plan conversions process, and building strong, productive relationships. She has 30 years of experience providing outstanding service, most notably in healthcare for over 20 years. Christie earned significant certifications and recognition during her years in the medical field and is a great addition to Greenleaf Trust.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Bay Harbor and Traverse City, Greenleaf Trust is an independent Michigan-chartered trust-only bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com

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