News

November 17, 2022, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $17 billion in assets under advisement*, announced that it has been recognized not only as one of Michigan’s Best and Brightest in Wellness but as an Elite Winner in Participation and Incentives. Winning companies were recognized at the “Michigan’s Best and […]

Greenleaf Trust is pleased to share Chief Financial Officer Steve McKiddy was honored November 10, 2022 with the first annual Western Michigan University Homer Stryker M.D. School of Medicine Philanthropy Volunteer of the Year Award at the medical school’s donor appreciation luncheon. Steve has been the Chairman of the Dean’s Circle of Leadership Giving for […]

Greenleaf Trust is proud to announce the addition of James Liggins, Esq. to board of directors: At the regularly scheduled October board of directors meeting, the board unanimously voted to accept the nomination of James Liggins, Esq. to the Board of Directors of Greenleaf Financial Holding Company, Greenleaf Trust of Michigan and Greenleaf Trust of […]

October 7, 2021 Birmingham, MI – Greenleaf Trust announces CTFA designation Senior trust relationship officer receives Certified Trust and Fiduciary Advisor designation Mark Meyers, CFP, CTFA, CLU, ChFC, a Senior Trust Relationship Officer in southeast Michigan was recently awarded the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. Mark provides holistic […]

Senior Wealth Management Associate Garrett Urman, CFP®, 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 renewal requirements. Garrett is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning […]

Greenleaf Trust is proud to announce the promotion of Mandi Doster to estate settlement coordinator: Greenleaf Trust is pleased to announce the promotion of Mandi Doster to estate settlement coordinator in Kalamazoo, Michigan. She is responsible for coordinating the efforts of the estate settlement team and providing comprehensive administrative support. She drives an efficient workflow […]

Senior Manager Selection Analyst Jacob Barker, CFA, CFP® 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 renewal requirements. Jacob has worked at Greenleaf Trust since 2018, and is responsible for supporting the evaluation, […]

January 13, 2021 Kalamazoo, MI – Greenleaf Trust announces CTFA designation Senior Trust relationship associate receives Certified Trust and Fiduciary Advisor designation Kathryn Gadbois Schafer, J.D., CTFA, a senior trust relationship associate in Kalamazoo, Michigan was recently awarded the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. Kathryn is responsible for […]

Birmingham, MI — September 17, 2012 Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of Julie Weston, who has joined the company’s personal trust team. Julie A. Weston Team Service Coordinator Julie is responsible for providing comprehensive support and administrative assistance within the personal trust area. Julie has over seven years of […]

Trust relationship officer receives CFP® Certification Trust Relationship Officer Cory Spaulding, CFP®, CTFA 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 renewal requirements. Cory is responsible for trust administration and holistic wealth management […]

Greenleaf Trust is proud to announce the promotion of Jennifer Reisterer-Brand: Jennifer Reisterer-Brand recently joined our Operations Division, from our Retirement Plan Division, as a Senior Retirement Processing Operations Analyst. Jennifer’s primary responsibility is to lead the processing function for all transactions regarding retirement plans serviced by Greenleaf Trust.  Her responsibilities include processing of defined […]

Greenleaf Trust announces the addition of two new teammates in Operations: Mario Campbell joins our Operations division as a trust operations specialist. Mario’s primary responsibilities include document preparation, account opening and maintenance, and assisting the client centric team with the administration of their accounts. He earned his bachelor’s degree in Finance with a minor in […]

In addition to the seven new hires and role changes announced last month, Greenleaf Trust is pleased to share six new hires. Please join us in celebrating the following additions: Valerie Martin joins Greenleaf Trust as a team service coordinator on the client centric team. She is responsible for providing administrative support, day-to-day servicing of […]

Greenleaf Trust named National Best and Brightest in Wellness by the National Association for Business Resources September 28, 2021, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $15 billion in assets under advisement, announced that it has been recognized as a National Best and Brightest in Wellness. The 2021 winning companies were […]

Greenleaf Trust adds to the Birmingham and Kalamazoo teams: Emily Wedes joins Greenleaf Trust as a team service coordinator on the client centric team. She is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and driving the efforts of the client centric team. Emily ensures clear, concise communication by coordinating the team’s […]

Senior Wealth Management Associate Brian Farrell receives CFP® Certification Senior Wealth Management Associate Brian Farrell, CFP® 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 renewal requirements. Brian has worked at Greenleaf Trust since […]

Greenleaf Trust, a Michigan-chartered wealth management firm with nearly $15 billion in assets under advisement, announced that it has been recognized as one of West Michigan’s Best and Brightest Companies to Work For®. Best and Brightest Companies to Work For® evaluates employee feedback based on key measures such as engagement, compensation, benefits and employee solutions, […]

Greenleaf Trust is proud to announce the addition of a new team member: Sarah Pease joins the Greenleaf Trust finance team as a financial accounting analyst. She is responsible for day-to-day accounting and related analysis.  Sarah also helps ensure compliance with regulatory and governing reporting requirements, manages accounts payable, and supports vendor-related processes. She has […]

Greenleaf Trust is proud to announce the addition of a new team member: Ebenezer Musookho joins the Greenleaf Trust team as a junior research associate. He is responsible for supporting the research team by leveraging systems and data to facilitate portfolio analysis.  He maintains portfolio performance reporting models and drives continuous improvement initiatives focused on […]

Greenleaf Trust is proud to announce the promotions of the following teammates: Salena Al-Saadi has been promoted to Senior CRM Engineer. Anne Bohl has been promoted to Wealth Management Coordinator II Chris Burns has been promoted to Vice President, Investment Strategist and Senior Fixed Income Analyst Hanna Channell has been promoted to Senior CCT Specialist […]

Greenleaf Trust is proud to announce the addition of four new team members: Steve McKiddy joins Greenleaf Trust as chief financial officer. Steve provides financial guidance and broad counsel to the Executive Leadership Team at Greenleaf Trust.  He leads the finance and accounting organization and directs the company’s fiscal functions in accordance with regulatory and […]

Ondrea Brussee joins Greenleaf Trust as participant services coordinator. Ondrea provides education and communication to participants of various retirement plans serviced by Greenleaf Trust. She also conducts retirement plan enrollment meetings, meets with plan participants, develops education and informational materials, and supports the participant call center. Ondrea has 18 years of internal and external customer […]

Quinn McCormick has been promoted to compliance specialist. Quinn is responsible for assisting with Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory research and implementation, and process improvement initiatives. She has been in financial services with Greenleaf Trust for over five years, and her organizational experience along with her problem […]

September 14, 2020, Birmingham and Kalamazoo, MI – Greenleaf Trust announces new hires Greenleaf Trust is proud to announce the additions of three new team members: Vasantha joins as estate settlement associate in Birmingham, MI. She is responsible for providing comprehensive administrative support, day to day servicing of account needs, and driving the efforts of […]

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 […]