January 26, 2023
Greenleaf Trust announces additions to the team
Andrew Edgar, CFA® joins the research team at Greenleaf Trust in Birmingham, Michigan as a manager selection analyst. He is responsible for supporting the evaluation, selection and ongoing oversight of all private alternative investment managers utilized within client investment portfolios. Prior to joining Greenleaf Trust, he was an investment associate within the private markets team at a regional insurance company where he sourced, evaluated and managed private market strategies. Andrew has a bachelor’s degree in Finance from Michigan State University and Master of Business Administration and Master of Science in Finance from Walsh College. Andrew is also a CFA® charterholder.
In Kalamazoo, Michigan, Quincy Jackson joins as a business development officer for the Retirement Plan Division. Quincy is responsible for new business development with a focus on company-sponsored retirement plans. He has over 12 years of sales experience in the insurance and technology sectors with a deep focus on organizational strategy and customer service. Quincy is a veteran of the United States Navy and a graduate of Western Michigan University with a bachelor’s degree in organizational communication.
Gabbi May is a talent acquisition coordinator joining the Human Resources Division in Kalamazoo, Michigan. She is a trusted partner to the talent acquisition specialists and the director of human resources. Gabbi supports current staffing needs and goals for the future. She assists in coordinating the full cycle recruiting process and ensures successful onboarding for all new employees. Alongside her Diversity Equity and Inclusion partners, Gabbi reviews options for diversified recruiting opportunities. Gabbi is a graduate of Western Michigan University with degrees in both business administration and Spanish.
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