Greenleaf Trust, an independent, trust-only bank and wealth management firm, was recognized by Fortune as one of its industry’s best small and medium workplaces in the nation as part of the 2021 Great Place to Work rankings, underscoring its commitment to going beyond expectations in all that it does.
Fortune and research partner Great Places to Work® recognized Greenleaf Trust’s dedication to employee well-being during the last turbulent and challenging year, ranking it 33rd among the 40 Best Small and Medium Workplaces in Financial Services and Insurance for 2021. The ranking sought to identify employers that “rise above their peers by instilling trust—and allow members of their organizations to reach their full human potential” and “acted as generous corporate citizens amid a year of multiple crises, deepening employees’ sense of purpose and commitment” in the survey of more than 840,000 employees at U.S. companies in the process.
“Our client-centric approach to wealth management only succeeds because of the dynamic, exceptional team we have in place, and we are committed to supporting our employees’ wellbeing, professional development and desire to give back to our communities,” said Greenleaf Trust President Michael F. Odar, CFA®. “We’re proud to be regularly recognized for our exceptional work environment, having appeared in the Great Place to Work® rankings for five of the last seven years.”
In the most recent ranking, 94% of its employees said Greenleaf Trust is a great place to work, compared to 59% of employees at a typical U.S.-based company, according to the survey. In addition, 99% percent of Greenleaf Trust employees said they felt welcomed when joining the company.
Among the ways Greenleaf Trust supported its team in 2020 was the establishment of the Greenleaf Cares Program. From the establishment of a COVID-19 Relief Fund to help employees cover increased expenses for childcare, education and technology needs as they transitioned to remote work, to adjusting schedules to ensure internal meetings began after schools’ virtual learning had started, the wealth management firm sought to make it easier for employees to work and parent amid the pandemic.
For the Best Workplaces in Financial Services and Insurance list, anonymous feedback from company employees was analyzed surrounding the extent to which their organization creates a Great Place to Work For All™. For the full list, as well as additional details on the methodology used, please visit fortune.com/best-small-workplaces-financial-services-insurance/2021.
About Greenleaf Trust
With offices in Kalamazoo, Grand Rapids, Birmingham, Petoskey and Traverse City, 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. Please visit Greenleaf Trust online at www.greenleaftrust.com.