February 2020, Kalamazoo, MI – Greenleaf Trust announces new hires Greenleaf Trust is proud to announce the addition of two new team members: Kristin Bennett, CFP, CPWA joins Greenleaf Trust as vice president, assistant director of wealth management. She is helps lead the Wealth Management team, and specializes in the development of comprehensive wealth management […]

February 2020, Kalamazoo, MI – Greenleaf Trust announces two new hires Greenleaf Trust is proud to announce the addition of new team members: Alexandria Solis-Mullen, J.D. joins Greenleaf Trust as estate settlement officer. She is responsible for executing estate settlement for the personal trust team. Alexandria earned her J.D. from Western Michigan University Thomas M. […]

January 2020, Kalamazoo, MI – Greenleaf Trust announces new hire Greenleaf Trust is proud to announce the addition of a new team member: Perry Wolfe joins Greenleaf Trust as senior vice president, executive director of development. He is responsible for overseeing the development, implementation and execution of the overall strategy and growth efforts of our […]

Greenleaf Trust is proud to announce the addition of a new team member: Alysha Ridderman joins the team as a project manager. Alysha is responsible for executing projects supporting all areas of Greenleaf Trust. She has over ten years of process improvement experience in a fast-paced and rapidly changing industry. Alysha earned her bachelor’s degree […]

December 2019, Bay Harbor, MI – Greenleaf Trust announces CFP® Certification Wealth Management Advisor Corbin M. Donaldson receives CFP® Certification Wealth Management Advisor Corbin Donaldson, CFP®, MBA at Greenleaf Trust in Bay Harbor has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification […]

Greenleaf Trust is proud to announce the following promotions: Peggy Anderson has been promoted to senior vice president, director of operations. Daniel Baker has been promoted to senior vice president, director of business development and trust relationship officer. Karen Baldwin has been promoted to senior vice president, director of human resources. Jacob Barker has been […]

Greenleaf Trust is proud to announce the addition of a new team member: Doug P. Bajor joins Greenleaf Trust as a senior wealth management advisor. Doug specializes in the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of client investment portfolios. He has over 38 years of experience in the […]

July 2019, Kalamazoo, MI – Greenleaf Trust announces new hire Greenleaf Trust is proud to announce the addition of a new team member: Marisol Quiroz joins Greenleaf Trust as a Wealth Management Assistant in Kalamazoo. She is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of […]

Internal Promotion August 2019, Kalamazoo, MI – Greenleaf Trust announces promotion Greenleaf Trust is proud to announce the promotion of Asa M. Davis to Senior Business Process Analyst. After five years of service as Business Process Analyst, Asa Davis has been promoted to Senior Business Process Analyst. He is responsible for identifying business improvements and […]

August 2019, Kalamazoo and Grand Rapids, MI – Greenleaf Trust announces new hires Greenleaf Trust is proud to announce the addition of three new team members: Tracy Gauthier joins Greenleaf Trust as Assistant Director of Compliance. Tracy is responsible for leading Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory implementation […]

October 2019, Kalamazoo, MI – Greenleaf Trust announces new hire Greenleaf Trust is proud to announce the addition of a new team member: T’Ausia Bronson joins Greenleaf Trust as a human resources coordinator. T’Ausia is primarily responsible for a variety of administrative, compliance, legal and recruiting tasks. In addition to providing support during the interview […]

October 2019, Birmingham, MI – Greenleaf Trust announces new hire Greenleaf Trust is proud to announce the addition of a new team member: Jeffrey Hoekstra joins the Greenleaf Trust team as a Business Development Officer. Jeff is responsible for new business development with a focus on company-sponsored retirement plans. He has over 13 years of […]

April 5, 2018, Grand Rapids, MI – Greenleaf Trust announces new hires and promotions Greenleaf Trust is proud to welcome the following new team members: Jacob A. Barker – associate manager selection analyst Stacy L. Beekman – trust relationship officer Thomas R. Christy – participant services coordinator Jennifer L. Dohm – team service coordinator Lisa […]

November 2018 Kalamazoo, MI – Greenleaf Trust announces new hires Bradley LaTour, J.D., CTFA, joins Greenleaf Trust as Vice President, Senior Trust Relationship Officer. He provides service for high net worth individuals, including trust administration, tax and estate plan consulting and family governance. Bradley has more than 20 years of experience in trust and wealth […]

  March 2019, Kalamazoo, MI – Greenleaf Trust announces new hires   Patrick Bruining and Mercedes Sims join Greenleaf Trust as a trust operations specialists. Patrick is responsible for cash processing, along with providing support to the rest of the operations team. He earned his bachelor’s degree in business administration and sports management from Aquinas […]

March 2019, Kalamazoo, MI – Greenleaf Trust announces new hire Beverly Whaley joins Greenleaf Trust as a team service coordinator. She is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and driving the efforts of the client centric team. Beverly ensures clear, concise communication by coordinating the team’s workflow and acts as […]

May 2019, Kalamazoo, MI – Greenleaf Trust announces new hire Greenleaf Trust is proud to announce the addition of a new team member: Mandi Doster joins Greenleaf Trust as a Client Service Representative in Kalamazoo. Her responsibilities include delivering comprehensive administrative support for the Personal Trust Division, providing reception area coverage and assisting in marketing events, […]

September 2015, Kalamazoo, MI – Rosalice C. Hall has been promoted to retirement plan relationship service coordinator. Rosie works alongside the director and assistant director of the retirement plan division. She is responsible for providing comprehensive support for individuals, retirement plans and corporations. Rosie earned both a bachelor’s and master’s degree in business administration with […]

Christopher D. Burns has been promoted to fixed income analyst. His focus is on developing and implementing fixed income portfolio strategies. Carol A. Chandler and Melissa K. Coffin have been promoted to recordkeeping specialists. Carol and Melissa are responsible for Greenleaf Trust’s in-house participant recordkeeping system. Sharon A. Conran, J.D., has been promoted to vice […]

February 19, 2016, Kalamazoo, MI Jermaine J. Johnson joins the team as a trust operations specialist – cash processing. He is responsible for securities processing and providing support to the rest of the operations team. Jermaine has nearly ten years of banking and accounting experience, including office management and account reconciliation. He earned his bachelor’s […]

May 2016, Kalamazoo, MI Jessica D. Ball joins Greenleaf Trust as a Trust Operations Specialist. Jessica is responsible for cash processing as well as providing support to the rest of the operations team. She has more than five years of experience in the financial sector. Jessica graduated from the University of Michigan with a bachelor’s […]

January 2017, Kalamazoo, MI – Greenleaf Trust announces promotions Peggy Anderson has been promoted to vice president, director of operations. Wendy Cox has been promoted to vice president, director of personal trust. Oliver Krings has been promoted to chief information officer. Catie Matzka has been promoted to senior team service coordinator. Julie Mentzer has been […]

January 2017, Grand Rapids, MI – Greenleaf Trust announces new hires Ana I. Endres joins Greenleaf Trust as a family office advisor. As part of The Family Office at Greenleaf Trust, she is responsible for providing world-class service to high net worth families, including multigenerational comprehensive wealth management, trustee and private foundation services, as well […]

Kalamazoo, Michigan, June 26, 2017 Greenleaf Trust is proud to welcome the following new team members: Brian Farrell – trust operations specialist Kelly Jorgensen – team service coordinator Tonia Kennedy – vice president, trust officer Nancy Schmidt – team service coordinator Rob Taylor – senior business intelligence engineer Bruce Vandermeulen – senior family wealth planner […]

April, 2015, Kalamazoo, MI – Greenleaf Trust announces new hires Christine M. Czopek has joined Greenleaf Trust as a client fiduciary specialist. She is responsible for the internal review of client information to ensure compliance with policies and procedures and fiduciary responsibilities and requirements are met. Chris has over 27 years of experience in both […]

Kalamazoo, MI, November 2014 – Greenleaf Trust announces new hire. Greenleaf Trust is pleased to announce that Anne Johnston joins the firm as a Marketing and Business Development Specialist. She will be responsible for providing comprehensive support and administrative assistance for the business development and marketing team. Anne will assist the team in numerous activities […]

Kalamazoo, MI, February 2014 – Greenleaf Trust announces new hires Christine M. Hansen joins Greenleaf Trust as a Controller. She will be responsible for accounting, tax and financial reporting functions. Chris has over eight years experience in the accounting field, most recently as finance manager within the Global Product Organization at Whirlpool Corporation. Prior to […]

Kalamazoo, MI, November 2014 – Greenleaf Trust announces new hire Greenleaf Trust is pleased to announce that Ean Hamilton, Esquire, has joined the team as a trust relationship officer. Prior to joining Greenleaf Trust, she practiced law specializing in trusts and estates, where she helped clients prepare comprehensive estate plans and assisted them with the […]

Ashley Hamlin joins Greenleaf Trust as a team service coordinator. She is responsible for providing comprehensive support and administrative assistance within the personal trust area and has over four years of experience in client service. Ashley earned a bachelor’s degree in public relations from Western Michigan University.

Kimberly G. Dudley has been promoted to a Human Resource Specialist. In her new role, she is responsible for assisting with and supporting functions within employee relations, recruiting, and benefits administration. Kim also functions as the new employee liaison welcoming new employees to the Greenleaf Trust team. She also works with scholars and interns as […]

Christine Rantz joins Greenleaf Trust as an operations technician on the tax, reporting and compliance team. She is responsible for providing assistance in the areas of organizational compliance, client and organizational tax reporting and general trust operations. Christine has a background in financial and retail business operations, general accounting and two years in public accounting. […]

August 2015, Kalamazoo, MI – Greenleaf Trust announces new hires Rachel A. Mortensen joins Greenleaf Trust as a team service coordinator and is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and driving the efforts of the client centric team. She earned her bachelor’s degree in business administration from Western Michigan University. […]

Heidi H. Butchma joins Greenleaf Trust as a research associate. She is responsible for supporting the research team as an analytical and administrative resource with particular focus on leveraging systems and data to drive analysis. Prior to Greenleaf, she held various financial analyst roles at Sun Trust Bank, American Express and J.P. Morgan. Heidi holds […]

Kalamazoo, MI, March 2012 — Greenleaf Trust recently announced the hire of nine new team members. Kendra A. Johnson Team Service Coordinator Kendra is responsible for providing comprehensive support and administrative assistance within the personal trust area and has three years experience in the financial industry. Kendra earned a bachelor’s degree in business administration with […]

Kalamazoo, MI, March 29, 2012 – The National Association for Business Resources (NABR) has recognized Greenleaf Trust as one of the Best and Brightest Companies To Work For™ in West Michigan. “Our goal is to consistently exceed the wants, needs and desires of our clients with an unparalleled degree of commitment. Achieving that goal is […]

Kalamazoo, MI, April 4, 2012 — Greenleaf Trust recently announced the hire of two new team members. Theresa A. Decker Team Service Coordinator In addition to providing comprehensive support and administrative assistance within the personal trust area, Theresa supports the business development team. Theresa has earned a bachelor’s degree from Western Michigan University. Josh D. […]

Kalamazoo, MI, August 2012 — Greenleaf Trust recently announced the hire of three new team members. Bethany L. Cwalina Participant Services Coordinator Bethany provides education and communication services to participants of various retirement plans. She also conducts retirement plan enrollment meetings, meets with plan participants, develops educational and informational materials, and supports the participant call […]

Birmingham, MI, August 28, 2012 – The National Association for Business Resources (NABR) has recognized Greenleaf Trust as one of the Best and Brightest Companies To Work For™ in Metropolitan Detroit. “Our goal is to consistently exceed the wants, needs and desires of our clients with an unparalleled degree of commitment. Achieving that goal is […]

Kalamazoo, MI — September 13, 2012 Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of Thomas L. Drews, who will serve as Executive Vice President and Director of Operations. Mr. Drews is accountable for leading Greenleaf Trust’s Operations Division which consists of account administration, processing, tax, reporting and compliance. He has more […]

Kalamazoo, MI — September 2012 Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of Nicholas A. Juhle, who has joined the company’s retirement plan services team. Nicholas A. Juhle, CFA Mutual Fund Analyst Nick is responsible for mutual fund investment analysis contributing to broader wealth management strategies and supporting retirement plan services. […]

Kalamazoo, MI — September 17, 2012 Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of two employees who have joined the company’s retirement plan services team. Bethany L. Cwalina Participant Services Coordinator Bethany provides education and communication services to participants of various retirement plans. She also conducts retirement plan enrollment meetings, meets […]

Kalamazoo, MI, December 2012 – Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of Patricia J. Chibende, who will serve as an Operations Technician. Patricia is responsible for all aspects of operations, focusing on the timely and accurate execution of operations activities, including dividend and interest posting, cash processing, reconcilement, and corporate […]

Warren, Mich., Sept. 27, 2012 — With an impressive demonstration of innovative human resources programming, 12 local companies were recognized with the title of Elite Winner at today’s “Metro Detroit’s 101 Best and Brightest Companies to Work For” annual awards competition. The event, presented by the Michigan Business and Professional Association (MBPA), recognizes only 12 […]

Kalamazoo, MI, January 2014 – Greenleaf Trust announces new hire Greenleaf Trust is pleased to announce that Michael Ruchti has joined the firm as Chief Financial Officer. Michael is responsible for Greenleaf Trust’s financial operations including all accounting, tax, financial planning and reporting, and business case development activities. He has over 15 years of experience […]

Stacy Beekman, CTFA has been promoted to assistant vice president, senior trust relationship officer. She is responsible for the day-to-day trust administration and fiduciary compliance of her clients. She has over 20 years in the financial services industry and earned a bachelor’s degree in business administration from Grand Valley State University. Stacy is also a […]

Greenleaf Trust is pleased to welcome two new teammates and announce the promotion of Steve Wilbur. Joining the Retirement Plan Division, Greenleaf Trust welcomes Katie Mallette, QPA®, QKA®, ERPA as senior recordkeeping analyst – team lead. Katie’s primary responsibilities include day-to-day recordkeeping of participant retirement accounts and annual compliance work on retirement plans, as well […]

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement, announced it’s been named a Best and Brightest Companies to Work For® in Metro Detroit, Wellness and the Nation. The three awards come after previously being named Best and Brightest to Work For® in West Michigan earlier this year. Best and […]

April 2019, Grand Rapids, MI – Greenleaf Trust announces CFP® Certification Wealth Management Advisor Jeff T. Pauza, CFA, CFP® at Greenleaf Trust in Grand Rapids has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and […]

Greenleaf Trust is proud to announce Karen Baldwin has been named Leadership Exemplar in Business at HumanEx Impact and Legacy Summit. Executive Vice President, Director of Human Resources Karen Baldwin, CSP™, SHRM-SCP™, was named a Leadership Exemplar in Business at last month’s HumanEx Impact and Legacy Summit. HumanEx Ventures is committed to collaborating with leaders […]

Greenleaf Trust has been recognized as the number one Cool Place to Work for medium sized businesses and the sixth overall by Crain’s Detroit Business. Cool Places to Work in Michigan is a research-driven program from Best Companies Group. The award focuses on a company’s practices, programs and benefits and surveys employees from their perspective. […]