August 30, 2023
Greenleaf Trust announces additions of six team members
Greenleaf Trust continues to grow across the state of Michigan with the addition of six teammates across the company:
Zach Gamber joins the client centric team as a wealth management associate in Birmingham, Michigan. He is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. Zach earned his bachelor’s degree in financial management from Clemson University.
Operations Business Process Analyst, Matt Kidney joins the team in Kalamazoo, Michigan. Matt is responsible for analyzing, redesigning, implementing, monitoring and evaluating process changes in the Operations Division at Greenleaf Trust, working closely with teams across all divisions to understand the overall scope of respective processes. He has over 10 years of experience in financial service roles, successfully leading several process improvement projects resulting in significant cost savings and efficiency gains. A graduate of Davenport University, Matt holds both undergraduate and graduate degrees in finance, data analytics and marketing.
Mike Laske joins the client centric team in Birmingham, Michigan as a wealth management advisor. He specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. Mike has 15 years of experience in investment management and financial services. Mike received his MBA from the University of Chicago Booth and a bachelor’s degree from the University of Michigan.
In Kalamazoo, Cullen McCormick joins the Operations Division as a trust operations analyst. He is responsible for facilitating and processing incoming assets for new account funding. He has five years of experience in finance and trust operations. Cullen received his bachelor’s degree in economics from the University of Michigan.
Jasmine Solis joins the team in Kalamazoo, Michigan as a graduate associate. She is responsible for managing accounts payable and provides support for vendor-related processes. She also supports the day-to-day corporate accounting activities and related analysis. Jasmine received her Bachelor of Business Administration degree in finance with a minor in accounting from Western Michigan University.
In Grand Rapids, Tyler Rayman has joined the client centric team as wealth management associate. He is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his bachelor’s degree in finance from Eastern Michigan University and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification.
About Greenleaf Trust
With offices in Kalamazoo, Grand Rapids, Birmingham, Bay Harbor, Traverse City and Midland, 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