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, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. He has a bachelor’s degree in economics from Oklahoma State University and an M.B.A from the Loyola University of Chicago Quinlan School of Business. Jacob is a CFA charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.
When asked about Jacob’s successful certification, Chief Investment Officer Nicholas Juhle, CFA commented, “Our in-house research team is committed to providing investment perspective and expertise with a client centric approach. We are proud of Jacob’s dedication to continuous improvement and ambition to better serve our clients.”
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
About Greenleaf Trust
With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, 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