Economic Commentary

We now have endured five months of battling the COVID-19 virus and our experience has revealed much about our country and our collective as well as divided political wills. What is our present condition as we approach the sixth month of our battle to defeat the virus? Our economic condition is perhaps the easiest to […]

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Greenleaf Trust announces new hire

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 […]

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Economic Commentary

As we enter our seventh month of the COVID-19 pandemic in the United States, our current condition appears to be more of the same with conditions changing marginally in some areas. Cases spiked in July and early August and have been trending downward in some regions while remaining stubbornly unchanged in others. As we put […]

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Economic Commentary

Awareness is sometimes a self-inflicted burden. Those of us that research information for a living are bombarded with data that, while informative, can lead to anxiety and increased senses of urgency. The greater experience that you have researching information, the more likely you will discover that the majority of people are living their lives in […]

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Greenleaf Trust announces new hire

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 […]

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Greenleaf Trust announces CFP® Certification

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 […]

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Greenleaf Trust announces promotions

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 […]

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Vote with your ballot, not your portfolio

With the 2020 Presidential election less than 12 months away, many of our clients have been asking how we think about investments during an election year.  As human beings, each person on our team has their own set of political preferences, but as research analysts, we try to approach polarizing topics (like politics) in the most objective […]

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Survey Says…

Continuous improvement is one of Greenleaf Trust’s core values – it is a pillar of our culture and has become part of our DNA. Every tangible improvement we have made on behalf of our clients stems from a disciplined review of our practices. As we look for opportunities to serve our clients better, we begin […]

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Economic Commentary

“Opening the economy” is the phrase that seems to be taking up much of the oxygen lately, so let’s spend some time digging into exactly what that phrase means and how we might observe progress in the future growth of our economy. In essence, we want to put some data and facts into the equation […]

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Greenleaf Trust announces new hire

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 […]

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Economic Commentary

I think we can all agree that the crisis we find ourselves in does not come with a step-by-step instruction book of solutions. The way out is complicated, includes self-sacrifice, social order of the highest degree, individual and societal self-discipline and the abandonment of political self-interests. You may observe this list of requirements and say, […]

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Greenleaf Trust announces new hire

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 […]

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Greenleaf Trust announces promotion

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 […]

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Greenleaf Trust announces new hires

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 […]

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Greenleaf Trust announces new hire

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 […]

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Economic Commentary

At this writing, there are six states that have announced the phased reopening of their economies, or what perhaps is better stated as a beginning of reducing previous requirements to stay-at-home that were ordered by the respective governors of those states. These are in addition to the few states that never had stay-at-home executive orders […]

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Greenleaf Trust announces new hire

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 […]

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Economic Commentary

We all run across quotes from a variety of sources during the course of our lives. Some of those quotes stick with us for any number of personal reasons. Close to twenty years ago a person who I think is a really talented behavioral scientist said “Big people share and little people keep secrets.” I […]

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Economic Commentary

Recently, I had the opportunity to speak to two different groups of educational leaders about the implications of artificial intelligence on employment and global economies, principals and superintendents of K–12 systems as well as leadership in post-secondary community college systems. I was able to share with them some relevant information produced by the global consulting […]

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Economic Commentary

As you can imagine, recent events such as the US drone attack that killed a top Iranian military commander, Qassem Soleimani, in Iraq has caused many questions from clients and readers of our newsletter. Nick Juhle and his research team have offered their perspectives and advice with respect to the economic and investment implications of […]

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Economic Commentary

Federal Reserve Chairman Powell gave a recent speech titled “Building on the gains from the long expansion.” Within the speech, Powell focused on two important themes: maintaining a stable and reliable pace of two percent inflation and, somewhat surprisingly, spreading the benefits of employment more widely. Part of the Fed’s stated mandate has always been […]

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Economic Commentary

As you can imagine, recent events such as the US drone attack that killed a top Iranian military commander, Qassem Soleimani, in Iraq has caused many questions from clients and readers of our newsletter. Nick Juhle and his research team have offered their perspectives and advice with respect to the economic and investment implications of […]

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Economic Commentary

Real US economic activity data reveals a continued mixed picture with strength in consumer spending and recession-like weakness in manufacturing. Consumer confidence surveys, both U of M as well as the Conference Board, are weaker and reflect growing concerns and uncertainties in global and domestic sustainability. The concerns seem to be focused on geopolitical hot […]

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Economic Commentary

The connection between “Wall Street” and “Main Street” is always up for debate, as is the seemingly different focus between those inside the beltway and those who reside, live and work outside of the beltway. Media is driven by advertising revenue, which is highly correlated to viewership and subscription, whether that media be electronic, digital, […]

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Greenleaf Trust Announces New Hires and Promotions

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 […]

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Greenleaf Trust announces new hires

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 […]

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Greenleaf Trust announces new hires

  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 […]

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Greenleaf Trust announces new hire

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 […]

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Greenleaf Trust announces new hire

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, […]

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Greenleaf Trust announces promotion

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 […]

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Greenleaf Trust Announces Promotions

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 […]

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Greenleaf Trust announces new hires

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 […]

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Greenleaf Trust announces new hires

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 […]

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Greenleaf Trust announces promotions

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 […]

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Greenleaf Trust announces new hires

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 […]

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Greenleaf Trust announces new hires and promotions

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 […]

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Greenleaf Trust announces new hires

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 […]

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Greenleaf Trust announces new hire

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 […]

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Greenleaf Trust announces new hires

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 […]

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Greenleaf Trust announces new hire

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 […]

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Greenleaf Trust announces new hire

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.

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Greenleaf Trust announces promotion

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 […]

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Greenleaf Trust announces new hire

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. […]

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Greenleaf Trust announces new hires

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. […]

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Greenleaf Trust announces new hires

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 […]

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Greenleaf Trust announces new hires

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 […]

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Greenleaf Trust named One of West Michigan's Best and Brightest Companies to Work For

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 […]

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Greenleaf Trust announces new hires

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. […]

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Greenleaf Trust announces new hires

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 […]

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