Greenleaf Trust announces new hires

August 2019, Kalamazoo and Grand Rapids, MI – Greenleaf Trust announces new hires

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

Tracy Gauthier joins Greenleaf Trust as Assistant Director of Compliance. Tracy is responsible for leading Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory implementation and process improvement initiatives. She has over 15 years of experience in the financial services industry, and her accomplishments include developing a culture of compliance and assisting with all aspects of account management. Tracy has a bachelor’s degree from the University of California, at Davis.

Joining the client centric team are Steve Davis and Christina Mena. Steve is a Wealth Management Associate supporting the wealth management team in the development of comprehensive wealth management plans, of goal-based planning and investment portfolio management. He earned his bachelor’s degree in Spanish and business, with an emphasis in finance from Kalamazoo College. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Christina is a Client Service Representative responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Christina earned her bachelor’s degree in business administration management from Baker College.

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]