D Business published press release on President and CEO Michael Odar, CFA. Read more in D Business.

Kalamazoo, MI, January 2015 – Greenleaf Trust is pleased to announce that Michael Storms has been promoted to Senior Research Analyst. Mike focuses on individual equity research and covers stocks in the technology, telecom, media and consumer staples sectors. He graduated from Michigan State University and has earned his Charted Financial Analyst designation.

Michael Odar will also join the wealth management firm’s Boards of Directors March 22, 2022, Kalamazoo, MI – Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm, announced that President Michael Odar has been appointed Chief Executive Officer. In addition, he was appointed a Director on the Boards of Greenleaf Financial Holding Company, […]

Richard Carden, CFP® joins Greenleaf Trust in southeast Michigan as a senior wealth management associate. Richard is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. He has earned his Bachelor’s degree in trust and wealth management with a minor in financial planning […]

Greenleaf Trust adds to client centric team in northern Michigan: Kimberly Lloyd joins Greenleaf Trust as a senior trust relationship associate in Traverse City, Michigan. She is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients.  Kimberly has a Bachelor’s of Business […]

Greenleaf Trust, a Michigan-chartered wealth management firm with $17 billion in assets under advisement, announced that it has been recognized as a both a Best and Brightest West Michigan Iconic Winner and a National Brilliance award winner. The Best and Brightest Iconic Award is bestowed to distinguished companies that have been an Elite winner in […]

Greenleaf Trust is proud to share the following promotions: Karen Baldwin has been promoted to EVP, Director of Human Resources Jacob Barker has been promoted to Senior Manager Selection Analyst Patrick Bruining has been promoted to Trust Operations Analyst Sharon Conran has been promoted to Vice-President, Senior Estate Settlement Officer-Team Lead Steve Davis has been […]

Kalamazoo, MI, February 2012 — Greenleaf Trust recently announced the hire of five new team members. Carol E. Duck, CPA has joined the Operations Division as Tax, Reporting and Compliance Team Lead. Carol will provide leadership and support for the Tax, Reporting and Compliance (TRC) team which is responsible for reporting to clients their investment […]

Greenleaf Trust, a Michigan-chartered wealth management firm with $17 billion in assets under advisement, announced that it has been recognized among the Best and Brightest Companies to Work for in the Nation. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource […]

Greenleaf Trust is proud to announce new diversity designation for Karen Baldwin. Senior Vice President, Director of Human Resources Karen Baldwin, CSP™, SHRM-SCP™, NDCCDP successfully passed the DiversityFIRST™ certification program and examination administered by the National Diversity Council and has been awarded the National Diversity Council Certified Diversity Professional (NDCCDP) designation. The Diversity FIRST™ Certification […]

October 4, 2021, Kalamazoo, MI – Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm, today announced the expansion of its offices in Kalamazoo. The firm’s growing in-house research team will move into a new space at 277 South Rose Street, located next to its current headquarters. Greenleaf Trust’s expansion comes as the […]

December 21, 2020 Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $14 billion in assets under advisement, announced that it has been recognized as a National Best and Brightest in Wellness. The 2020 Fall National winning companies were evaluated by an assessment created and administered by SynBella, the nation’s leading wellness systems […]

Greenleaf Trust has been recognized for diversity initiatives as a Diversity Focused Company by Corp! Magazine, as well as a Cool Place to Work by Crain’s Detroit Business. The diversity award from Corp! Magazine recognizes Greenleaf Trust’s success in: defining and monitoring diversity; demonstrating how diversity adds value; committing to diversity among its workforce and […]

Human resources coordinator receives CHRS Certification Human resources coordinator T’Ausia Bronson has earned the Certified Human Resources Specialist (CHRS) certification from Michigan State University, the premier certification for HR professionals and managers who want to add greater value through a thorough understanding of human resources management. T’Ausia  is primarily responsible for a variety of administrative, […]

Manager selection analyst receives CFA® Certification Manager selection analyst Jacob Barker has earned the Chartered Financial Analyst (CFA) designation, one of the highest distinctions in the investment management profession. Jacob is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers used in client investment portfolios. He joined Greenleaf Trust in […]

Greenleaf Trust continues to grow and thrive in uncertain times: The importance of company culture is put to the test during uncertain times, most certainly throughout the last 16-months during the COVID-19 pandemic. Team members hired during this period represent 17% of our team. Our constant focus on clients and collegial team environment has allowed […]

Two Senior Wealth Management Associates receive CFP® Certifications Senior Wealth Management Associates Michal Mikrut and Steve Davis, CFP® have 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. Michal and Steve are responsible […]

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement, announced that it has been recognized as one of the 2021 Best Workplaces for Millennials™. The Best Workplaces for Millennials award is based on analysis of survey responses from more than 5.3 million current employees. In that survey, 94% of Greenleaf […]

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement, announced that it has been recognized as one of Metro Detroit’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, education […]

Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm, announced the relocation of its Northern Michigan team to the historic Old City Hall in downtown Traverse City. Greenleaf Trust partnered with real estate developer and sister-company Catalyst Development Co., LLC on the restoration of the historic building. The wealth management firm’s new 5,100-square-foot […]

Greenleaf Trust has been named to Inc. Magazine’s annual list of the Best Workplaces for 2021. Hitting newsstands May 18 in the May/June 2021 issue, and as part of a prominent Inc.com feature, the list is the result of a wide-ranging and comprehensive measurement of American companies that have created exceptional workplaces and company culture […]

April 20, 2020, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with nearly $12 billion in assets under advisement, announced that it has been recognized as a 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, […]

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 […]

Greenleaf Trust is proud to announce the promotion of Beverly Whaley to a trust relationship associate. She is responsible for day-to-day servicing of account needs, trust administration, and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. Beverly ensures clear, concise communication by coordinating the team’s workflow and […]

Greenleaf Trust is proud to announce the addition of a new team member as well as a role change: Thanya Rhoades joins the Greenleaf Trust team as a record keeping analyst.  Her primary responsibilities include the day-to-day recordkeeping of participant retirement accounts and annual compliance work.  Thanya has more than 25 years of experience in […]

Greenleaf Trust is proud to announce the addition of new team members: Tiffany Clubs joins the Greenleaf Trust team as a trust relationship associate. She is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. Tiffany has an Associates Degree in Business […]

Kalamazoo, MI, February 2012 — Greenleaf Trust is pleased to announce the following promotions. Michael F. Odar, CFA has been promoted to Senior Executive Vice President and Director of Strategic Initiatives. With more than 18 years of experience in the investment field, Mike leads the execution of critically important initiatives across all company divisions and […]

Senior Wealth Management Advisor Doug Bajor, and Investment Strategist, Senior Fixed Income Analyst Christopher Burns receive CFP® certifications Senior Wealth Management Advisor Doug Bajor, CFA®, CFP® at Greenleaf Trust in Birmingham has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in […]

Greenleaf Trust is proud to announce the addition of two new team members: Suzanne Stepan, CFA, CFP® joins Greenleaf Trust as vice president, senior wealth management advisor. Suzanne specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. She strives to provide remarkable […]

Event recognizes the accomplishments of six recipients of the Greenleaf Trust Scholarship, which is focused on increasing diversity in the areas of finance and personal financial planning December 1, 2020, Kalamazoo, MI – Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm with more than $14 billion in client assets under advisement, celebrated […]

Marketing Assistant Taylor N. Farrell receives dual certification from Digital Marketing Institute and American Marketing Association Marketing Assistant Taylor Farrell, CDMP, PCM®, at Greenleaf Trust in has earned professional designation as a Professional Certified Marketer (PCM) in Digital Marketing from the American Marketing Association and a Certified Digital Marketing Professional (CDMP) from the Digital Marketing […]

November 4, 2020, Birmingham, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with nearly $12 billion in assets under advisement, announced that in addition to being recognized as a Metro Detroit’s Best and Brightest Companies to Work For®, the firm has also been named 2020 Elite Award Winner for Compensation, Benefits and Employee Solutions. […]

In the same month, Greenleaf Trust has been recognized for diversity initiatives as a Diversity Focused Company by Corp! Magazine, as well as a Best and Brightest Company to Work For in Metro Detroit. The diversity award from Corp! Magazine recognizes Greenleaf Trust’s success in: defining and monitoring diversity; demonstrating how diversity adds value; committing […]

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 […]

Greenleaf Trust is excited to share that it has been named a “Cool Place to Work” by Crain’s Detroit Business. The distinguished award reflects Greenleaf Trust’s ongoing success in integrating best practices throughout its wealth management business, now with $14B in assets under advisement. The COOL PLACE TO WORK award falls within Crain’s Detroit “Best […]

May 18, 2020, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with nearly $12 billion in assets under advisement, announced that in addition to being recognized as a West Michigan’s Best and Brightest Companies to Work For®, the firm has also been named 2020 Elite Award Winner for Employee Achievement and Recognition. Best […]

February 7, 2020, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $14 billion in assets under advisement, announced that it has been recognized as a Top 101 Best and Brightest Companies to Work For® in the Nation. Best and Brightest Companies to Work For evaluates employee feedback based on key measures such […]

November 2019, Kalamazoo and Traverse City, MI – Greenleaf Trust announces three new hires and two promotions Greenleaf Trust is proud to announce the addition of three new team members: Jan Crossman joins the Traverse City location as a team service coordinator. She is responsible for providing administrative support, day-to-day servicing of account needs and […]

As part of their internship at Greenleaf Trust, Victor Perez and Eddie Warr have completed the CFA Institute Investment Foundations® Program. Each intern was awarded the CFA investment Foundations Certificate after passing an extensive exam that covered ethics, economics, finance, investments and risk management. Also Greenleaf Trust Scholarship recipients, the interns have successfully demonstrated their […]

Rosalice C. Hall completed a course of study and examination through the College of Financial Planning encompassing design, installation and administration of retirement plans and earned the Chartered Retirement Plans Specialist℠ designation. Rosie has been with Greenleaf Trust since 2011 and is responsible for providing comprehensive support for individual and corporate retirement plan clients.

August 2019, Kalamazoo, MI — In the span of one week, Greenleaf Trust has been named a winner of the 2019 Salute to Diversity Award by Corp! Magazine, and a “Cool Place to Work” by Crain’s Detroit Business. The two distinguished awards reflect Greenleaf Trust’s ongoing success in integrating “best practices” throughout its wealth management […]

August 2019, Kalamazoo, MI – Greenleaf Trust announces new team member designation Greenleaf Trust is proud to announce Julie Howes Certified Securities Operations Professional designation: Julie Howes, a Senior Trust Operations Specialist who will celebrate a 10 years at Greenleaf Trust this fall, received her Certified Securities Operations Professional (CSOP) designation. The CSOP designation is […]

August 28, 2019, 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 Metro Detroits’ Best and Brightest Companies to Work For®, and a Michigan statewide Best and Brightest in Wellness. Best and Brightest Companies to Work For evaluates employee feedback […]

April 2019, Kalamazoo and Birmingham, MI – Greenleaf Trust announces promotions and new hires Greenleaf Trust is proud to announce the promotion of two employees, as well as the addition of a new team member: After a year of service as Participant Services Coordinator, Lisa Hojnacki has been promoted to Participant Services Coordinator – Team […]

Greenleaf Trust Named Great Place to Work® and Best and Brightest Company to Work For® Firm earns accolades as premier West Michigan and financial services employer April 11, 2019, Kalamazoo, MI – Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm with $12 billion in assets under advisement, announced it’s been named to […]

January 10, 2019, Kalamazoo, MI – The National Association for Business Resources has named Greenleaf Trust one of the nation’s Best and Brightest Companies to Work For. Greenleaf Trust is one of only 512 winning companies out of 2,400 contenders. Other national winners include Sony, Panasonic, Prudential, Ace Hardware, and SpartanNash. This is the eight […]

July 30, 2018, Warren, Michigan – Companies of every size and purpose across Detroit compete annually to be named one of Metro Detroit’s Best and Brightest Companies to Work For®. Only those that distinguish themselves as having the most innovative and thoughtful human resources approaches receive the honor. Greenleaf Trust once again is, for the […]

August 2016, Kalamazoo, MI Hanna Channell joins Greenleaf Trust as a wealth management assistant. She is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. With her bachelor’s degree in math education and master’s degree from Western Michigan University, Hanna has over seven […]

September 8, 2017 Kalamazoo, Michigan – Greenleaf Trust has been named one of Michigan’s Best and Brightest in Wellness® companies to work for. The Best and Brightest in Wellness award recognizes and celebrates quality and excellence in health and wellness. The Best and Brightest in Wellness winners were evaluated by SynBella, the nation’s leading wellness […]

By now you have probably heard that Equifax, one of the three national credit reporting agencies, was hacked and the personal information for 143 million individuals was compromised. Please be assured the Equifax breach is in no way associated with your Greenleaf Trust accounts. The Equifax breach exposed information including names, social security numbers, birth […]