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 […]

August 29, 2017 Kalamazoo, Michigan – Wealth management firm, Greenleaf Trust, has been named the #3 (out of 100) Cool(est) Places to Work in Michigan. The annual list is compiled by Crain’s Detroit Business and Best Companies Group. “Just being in the top 100 Cool Places to Work is, in itself, an accolade we welcome,” […]

Traverse City, MI, July 1, 2017 – Wealth management firm, Greenleaf Trust, announced today the hiring of Regina Jaeger, who is joining the firm’s Northern Michigan team. As Vice President and Trust Relationship Officer, Regina will be responsible for providing trust services to individuals and nonprofit organizations. She has over 29 years of experience in […]

Kalamazoo, Michigan, May 23, 2017 – Wealth management firm Greenleaf Trust has been named by Corp! Magazine as a Michigan Economic Bright Spot. Of the 250 companies nominated for the award, only 85 made the cut. Companies were reviewed and selected based on 2015/2016 increases in revenue, number of employees, locations, etc. Greenleaf Trust competed […]

Kalamazoo, Michigan, February 20, 2017 – The recent President’s Day marked Greenleaf Trust’s second annual Day of Caring. With banks and capital markets officially closed for the holiday, team members were given the option of going to work or volunteering for a community organization of their choice. More than 80 percent of the Greenleaf Trust […]

October 12, 2016, Kalamazoo, Michigan – At Greenleaf Trust, we don’t just stand behind our work—we stand behind the people who make it all possible. Our belief that a positive work environment is essential to a healthy business has been a central component to our success. Today, we’re proud to announce that Greenleaf Trust was […]

August 29, 2016, Kalamazoo, Michigan Greenleaf Trust was selected as one of the 2016 Cool Places to Work in Michigan. The annual list of “Cool Places to Work” was created by Crain’s Detroit Business and Best Companies Group. “Most wealth management firms probably don’t think of themselves as cool,” said Michael F. Odar, President of […]

August 2016, Kalamazoo, MI Greenleaf Trust is proud to announce that Oliver Krings has successfully completed the requirements in earning the (ISC)² Certified Information Systems Security Professional credential. Oliver passed the extensive examination, completed the endorsement process, and by possessing several years of professional experience in the Information Security field.  (ISC)² is an international nonprofit membership association […]

Thomas DeMeester and John Grzybek Bring Nearly 50 Collective Years of Local Experience July 2016, Grand Rapids, Michigan – Kalamazoo-based Greenleaf Trust, the privately-held wealth management firm with over $8B in assets, announces the appointment of two long-time, local wealth management leaders, Thomas A. DeMeester and John G. Grzybek, to head its new office in […]

April 27, 2016, Kalamazoo, MI The Michigan Business and Professional Association (MBPA) has recognized Greenleaf Trust as one of the Best and Brightest Companies To Work For® in West Michigan. “Our talented employees, and their commitment to the clients of Greenleaf Trust, are at the heart of our success,” said Michael F. Odar, President of […]

February 2, 2016, Kalamazoo, Michigan – One of the Michigan’s most prominent trust and estate attorneys, George F. Bearup, is bringing his considerable expertise to wealth management firm, Greenleaf Trust, where he’ll serve as senior trust advisor. Mr. Bearup has practiced law in Michigan for over three decades, during which time he’s risen to prominence […]

September 2015, Kalamazoo, Michigan – Great Place to Work® and Fortune magazine, having surveyed more than 135,600 working women nationwide, have recognized Greenleaf Trust as one of the 100 Best Workplaces for Women. Greenleaf Trust considers the honor especially notable owing to the fact that the recognition is based on its women employees’ candid assessments […]

Kalamazoo, MI, September 17, 2015 – Greenleaf Trust is pleased to announce that Christopher J. Tarkowski has been authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Mr. Tarkowski has been a member of the Greenleaf Trust team since January 2014 and is responsible for […]

August 18, 2015 – Kalamazoo, MI – The Michigan Business and Professional Association (MBPA) has recognized Greenleaf Trust as one of the Best and Brightest Companies To Work For® in Metro Detroit. “Our talented employees, and their commitment to the clients of Greenleaf Trust, are at the heart of our success,” said Michael F. Odar, […]

Kalamazoo, MI, May 28, 2015 – Kalamazoo, Michigan – Greenleaf Trust has been named one of the best places to work for millennial employees in America, Sarah Johansson, Director of Marketing, VP announced today. The list, which comes on the heels of news that millennials are now the largest workforce in America, is the first […]

Traverse City, Michigan, March 2015 – Greenleaf Trust today announced that Lauree K. VanderVeen, CTFA, a trust relationship officer in the company’s Kalamazoo headquarters since 2008, has relocated to Traverse City. Ms. VanderVeen will join John Welch in support of Greenleaf Trust’s continuing growth in the Northern Michigan market. Ms. VanderVeen has more than 25 […]

Kalamazoo, MI, February 18, 2015 – Achieving financial security from generation to generation is the enduring commitment of Greenleaf Trust to its clients. Success in this long-term endeavor entails not only superlative skills in wealth management, but also a profound measure of trust between Greenleaf Trust and its clients. As such, Greenleaf Trust is honored […]

Peggy Anderson has been named Vice President, Assistant Director of Operations. Peggy is responsible for the leadership and oversight of trust operational activity performed by members of the division to accurately establish, maintain and report all client account activity. She has over 27 years of experience in the financial industry and a bachelor’s degree in […]

Kalamazoo, MI, January 2015 – Chris Haenicke, Vice President and Trust Relationship Officer at Greenleaf, has been appointed District Court Judge. The announcement from Michigan Governor Rick Synder was made earlier today. Haenicke, 48, of Oshtemo, was an attorney for nine years at the Kalamazoo firm of Lewis & Allen. For the past thirteen years, […]

Warren, MI, December 8, 2014 – For the fourth consecutive year, the National Association for Business Resources has named Greenleaf Trust One of the Best and Brightest Companies to Work For in the country. Greenleaf Trust and other winning companies underwent key assessments in Compensation, Benefits and Employee Solutions; Employee Enrichment, Engagement and Retention; Employee […]