February 2020, Kalamazoo, MI – Greenleaf Trust announces new hires

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

Kristin Bennett, CFP, CPWA joins Greenleaf Trust as vice president, assistant director of wealth management. She is helps lead the Wealth Management team, and specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios Kristin has nearly 15 years of experience in the financial services industry. A graduate of Albion College, Kristin has earned her CERTIFIED FINANCIAL PLANNER™ certification as well as her Certified Private Wealth Advisor® designation.

Victor Perez joins Greenleaf Trust as associate participant services administrator. He is responsible for providing education and communication services to participants of the various retirement plans serviced by Greenleaf Trust. He receives and manages incoming participant inquiries, processes participant requests and assists in providing follow-up materials and communications as needed, along with supporting internal processes. Victor recently received his CFA Investment Foundations certification, and is scheduled to graduate from Western Michigan University with a major in finance and minor in accountancy in the spring of 2020.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, 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