August 25, 2023
Greenleaf Trust announces promotion of Jeff Pauza to Vice President, Assistant Director of Wealth Management
Greenleaf Trust is pleased to share the promotion of Jeff Pauza to Vice President, Assistant Director of Wealth Management.
Since joining the team in 2016, Jeff has been instrumental in the consistent care and stewardship of client relationships. As assistant director of wealth management, Jeff helps lead the wealth management team and specializes in the development of comprehensive wealth management plans, execution of goal-based planning strategies and management of client investment portfolios. All services are specifically tailored to each client’s unique needs and delivered in a team-based environment.
Chief Client Officer, Dan Rinzema commented on the promotion, “Jeff has long demonstrated leadership, thoughtfulness and care for our clients as a member of the client centric team. He has been a consistent resource for teammates and clients. I am excited for him to take the next step in his career path as the assistant director of wealth management.”
Prior to joining Greenleaf Trust, Jeff was a portfolio manager as well as a senior investment analyst. Jeff earned dual bachelor’s degrees in finance and accounting from Grand Valley State University. He is also a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.
About Greenleaf Trust
With offices in Kalamazoo, Grand Rapids, Birmingham, Bay Harbor, Traverse City and Midland, 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