Greenleaf Trust announces new hires

November 2018 Kalamazoo, MI – Greenleaf Trust announces new hires

Bradley LaTour, J.D., CTFA, joins Greenleaf Trust as Vice President, Senior Trust Relationship Officer. He provides service for high net worth individuals, including trust administration, tax and estate plan consulting and family governance. Bradley has more than 20 years of experience in trust and wealth management. He is a graduate of Brigham Young University and the University of Akron School of Law, and he is a Certified Trust and Financial Officer.

Cory Spaulding, CTFA, joins Greenleaf Trust as a Trust Relationship Officer. Cory is responsible for providing trust services to individual clients. With more than a decade in trust services and retail banking leadership, his experience includes guiding families through long-term wealth planning and execution. Cory earned his bachelor of science degree in finance, and his MBA with a concentration in finance from Ball State University. He is also an Honor Graduate of Cannon Financial Trust School and a Certified Trust and Financial Officer.

Anne Bohl joins the team as a Wealth Management Coordinator. Anne supports the client centric team in the development of comprehensive wealth management plans, executing goal-based planning and the management of investment portfolios. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Anne attended Kalamazoo Valley Community College and brings more than 17 years of experience in the client services field.

With offices in Kalamazoo, Grand Rapids, Birmingham, Traverse City and Bay Harbor, 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.

CONTACT:
Marketing
Greenleaf Trust
269.553.7268
[email protected]