Greenleaf Trust announces the addition of four team members in Kalamazoo

Tony Gerard joins Greenleaf Trust as a Trust Relationship Officer. He is responsible for the day-to-day trust administration and fiduciary compliance of his clients. With nearly 15 years of experience in the financial services and financial planning industry, he’s well-versed providing recommendations and innovative solutions to clients’ investment and estate planning needs. Tony received his bachelor’s degree from Western Michigan University and is currently pursuing his Certified Trust and Financial Advisor designation.

Betty Jennings is the newest member of the Business Information Services division as Project Manager. She is responsible for managing project scoping, benchmarking, planning and execution across all divisions. She earned a bachelor’s degree in communication studies from UNC Charlotte and a master’s degree in organizational change leadership from Western Michigan University. Betty has over five years of project management experience and is a certified Project Management Professional.

Team Service Coordinators, Kristen McCosky and Olivia Oosterbaan, join the Personal Trust division. They are responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. Both ensure clear, concise communication by coordinating the team’s workflow and act as an ongoing resource for clients.

Kristen has over 15 years of experience in administration and customer service. Kristen received her bachelor’s from Western Michigan University in healthcare administration and a master’s degree from Benedictine University in business management.

A cum laude graduate of the University of Montana, Olivia earned her bachelor’s degree in psychology and a master’s degree in business administration.

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