Greenleaf Trust announces new hires

Kalamazoo, MI, March 2012 — Greenleaf Trust recently announced the hire of nine new team
members.

Kendra A. Johnson
Team Service Coordinator
Kendra is responsible for providing comprehensive support and administrative assistance within the personal trust
area and has three years experience in the financial industry. Kendra earned a bachelor’s degree in business
administration with a major in corporate finance from Western Michigan University.

Kristopher A. McWilliams
Team Service Coordinator
Kris is responsible for providing comprehensive support and administrative assistance within the personal trust
area and has over 10 years experience in the financial industry. Kris earned a bachelor’s degree in business
administration from Western Michigan University.

Kimberly A. Montanye
Team Service Coordinator
Kimberly is responsible for providing comprehensive support and administrative assistance within the personal
trust area and has over seven years of experience in client service. Kimberly has earned a bachelor’s degree in
business administration from Western Michigan University.

Mary C. Gergely, JD
Trust Relationship Officer
Mary is responsible for providing trust services to individual clients and non-profit organizations. She has 10 years
of experience as a private practice attorney specializing in the areas of domestic relations and probate providing
comprehensive legal solutions, which included complex property matters and litigation. Mary is a graduate of
Hope College and the Valparaiso University School of Law. She is a certified Collaborative Law Attorney and
member of the State Bar of Michigan, as well as Kalamazoo County Bar Association.

Christina E. Sharp
Retirement Plan Client Services Specialist
Chris serves as a Retirement Plan Client Services Specialist for 401(k) and other defined contribution retirement
plans. Chris has over 25 years of business administration experience, including servicing employee and retirement
benefit plans, budget and financial analysis, and sales and contract management support. She is a graduate of
University of Michigan-Flint with a degree in business administration.

Joseph W. Cascio
Operations Technician
As a member of the tax, reporting and compliance team, Joe is responsible for investment performance measurement
and reporting. He also provides assistance in the areas of organizational compliance, client and
organizational tax reporting and general trust operations. A graduate of Michigan State University, Joe has earned
his bachelor’s degree in finance.

Casey B. Jager
Operations Technician
Casey is responsible for several areas of operations including asset set-up and maintenance reconcilement,
dividend and interest posting, and non-traditional asset processing. He has more than seven years experience in the
financial services industry where he earned a Six Sigma green belt for process efficiency. Casey is a graduate of
Western Michigan University’s Haworth College of Business with a concentration in marketing and accounting.

Michael A. Henke
Operations Technician
Michael is responsible for all aspects of operations focusing on the timely and accurate execution of unscheduled
cash disbursements and fee reconcilement. He strives to provide solution based and timely service to meet the
growing needs of clients. He plays an integral role in developing efficient processes and procedures through
various team projects in support of continuous improvement. A graduate of Western Michigan University, Michael
earned his degree in finance and has a background in automotive manufacturing and banking operations.

Jameson W. Kung
Junior Research Analyst
Jameson is responsible for conducting credit analysis and trading a variety of fixed income instruments. Prior to
joining Greenleaf Trust, he worked at Rimrock Capital conducting credit analysis for the corporate credit desk,
Strategic Equity Group and Goldman Sachs & Company. Jameson has a BA in economics with a minor in information
and computer science from the University of California, Irvine and a MBA from the USC Marshall School of
Business.