Greenleaf Trust Honored as Best and Brightest in Wellness™

September 9, 2020, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $14 billion in assets under advisement, announced that it’s been recognized as a Michigan statewide Best and Brightest in Wellness.

The 2020 winning companies were evaluated by an assessment created and administered by SynBella, the nation’s leading wellness systems firm. Company entries are examined statistically for quantitative and qualitative data. Each survey was scored on a point system based upon criteria to benchmark and improve wellness program effectiveness. They include outcomes, analysis, tracking, participation & incentives, benefits and programs, leadership, employee input, culture and environment.

“Greenleaf Trust is elevated by the remarkable efforts our team members make every day to foster a productive, supportive, and healthy place to work,” said Karen Baldwin, Greenleaf Trust’s Director of Human Resources. “This award is representative of our dynamic culture, and our team’s passion for excellence and continuous improvement.”

“Throughout 2020, the Best and Brightest in Wellness winners have demonstrated leadership and forward thinking as they pivoted their business and workforce through Covid-19. As the conversation and focus has shifted, our Best and Brightest in Wellness winning companies have also been a voice for important actions regarding Wellbeing and Race. It is in these unique times, the Best and Brightest in Wellness winners excel and share their knowledge with others,” said Jennifer Kluge, President and CEO, Best and Brightest Programs.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Traverse City and Bay Harbor, 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.

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