Julie Weston has transitioned from the client centric team to her new role as a special asset risk management associate as a member of the Governance, Risk and Compliance division. Julie is responsible for coordinating the fulfillment of fiduciary responsibilities and managing risks related to non-traditional assets within the Governance, Risk and Compliance division. She has over ten years of experience in client service with Greenleaf Trust, and during that time she has developed a strong knowledge of governance practices related to unique assets. The combination of Julie’s experience in the industry and expertise in special assets is critical to Greenleaf Trust’s risk management practices.  Julie earned her bachelor’s degree from Western Michigan University and a master’s degree from Walden University.

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