News

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. […]

July 25, 2022, Kalamazoo, MI – Greenleaf Trust adds to Kalamazoo team Greenleaf Trust is pleased to welcome the following teammates to our Personal Trust, Retirement Plan, and Operations Divisions: Michael Holmes, JD joins the client centric team as a trust relationship officer. He specializes in providing a trust perspective to all wealth management discussions, […]

Greenleaf Trust is pleased to announce three promotions: Ondrea Brussee has been promoted to database application support specialist as a part of our Business Information Services Division. She is responsible for the support and administration of applications within database systems.  She is also responsible for data reporting, data visualization and process documentation.  Ondrea is a graduate […]

Greenleaf Trust announces CPWA® Certification Senior Wealth Management Advisor achieves Certified Private Wealth Advisor® designation: Greenleaf Trust is pleased to share that senior wealth management advisor Corbin Donaldson, CFP®, CPWA® successfully completed the Certified Private Wealth Advisor Designation Program offered through the Investments & Wealth Institute and the University of Chicago Booth School of Business. […]

Greenleaf Trust is proud to announce retirement plan certification for Chris Sharp Senior Relationship Specialist Chris Sharp, QKA® successfully completed the American Society of Pension Professionals program and examination to become a Qualified 401(k) Administrator®. The program focuses on the development of technical skills needed to work with 401(k) plans. Candidates for the certification must […]

Greenleaf Trust is proud to announce project management designation for Quinn McCormick. Compliance Specialist Quinn McCormick, CAPM® successfully completed and passed the Project Management Academy Certified Associate in Project Management Certification Training and has been awarded the Certified Associate in Project Management (CAPM) designation. The program aims to educate professionals in the fundamentals and terminology […]

Greenleaf Trust is proud to announce wealth management certification for Richard Carden Senior Wealth Management Associate Richard Carden, CFP®, ChFC® successfully completed the American College of Financial Services program and examination to become a Chartered Financial Consultant®. The program covers topics such as tax planning, retirement planning, special needs advising and wealth management, among other […]

June 2, 2022, Kalamazoo, Grand Rapids, MI – Greenleaf Trust adds to operations and client centric teams Greenleaf Trust is pleased to welcome the following teammates to our operations and client centric teams: Jessica Brown joins Greenleaf Trust as trust operations specialist. She is responsible for cash processing, along with providing support to the operations […]

Greenleaf Trust has been named to Inc. Magazine’s annual list of the Best Workplaces for 2022 for the second year in a row, and the only winner from the state of Michigan. Hitting newsstands in the May/June 2022 issue, and as part of a prominent Inc.com feature, the list is the result of a wide-ranging […]

Greenleaf Trust adds to client centric team to continue excellent client service: Sam Ellis, CFP joins Greenleaf Trust as wealth management advisor focused in Grand Rapids, Michigan. He specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and management of client investment portfolios. Sam earned a bachelor’s degree in […]

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 […]