June 2013 Perspectives Newsletter

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May 2013 Perspectives Newsletter

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April 2013 Perspectives Newsletter

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March 2013 Perspectives Newsletter

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Greenleaf Trust announces team updates

Peggy Anderson will now lead the administrative support team and the processing team. The administrative support team encompasses the new account process including account documentation, receipt of assets and audits of files. The processing team encompasses securities and cash processing and reconcilement. Peggy has over 25 years of experience in the financial industry and has […]

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February 2013 Perspectives Newsletter

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January 2013 Perspectives Newsletter

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Greenleaf Trust announces new promotions

Kalamazoo, MI, December 2012 — Greenleaf Trust is pleased to announce the following promotions. Rosalice C. Hall has been promoted to Team Service Coordinator II. Rosie works alongside the Director and Assistant Director of the Retirement Plan Division offering comprehensive support and administrative assistance within the division. Rosie has over 10 years experience in administration […]

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December 2012 Perspectives Newsletter

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Michael F. Odar Named President of Greenleaf Trust

Kalamazoo, MI – November 16, 2012 Greenleaf Trust, the Michigan-chartered trust-only bank, announced today that Michael F. Odar has been promoted to President, effective immediately. Greenleaf Trust Board of Directors, by unanimous consent, approved the appointment on November 14, 2012. William D. Johnston will remain Chairman of the Board. Mr. Odar, an employee of Greenleaf […]

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November 2012 Perspectives Newsletter

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October 2012 Perspectives Newsletter

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Meto Detroit’s 101 Best and Brightest Companies to Work For ‘Elite Winners’ Announced

How can leadership represent new opportunities in the face of challenging times? Director of Marketing Sarah Johansson shares her leadership experience and philosophy as a working mom of 5 through the pandemic with Bizwomen: https://bit.ly/3ken3F5

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Greenleaf Trust honored as Michigan winner of 2012 Alfred P. Sloan Award for Excellence in Workplace Effectiveness and Flexibility

Kalamazoo, MI, September 13, 2012 – The Michigan Council of the Society for Human Resource Management (MISHRM) has recognized Greenleaf Trust as one of the Michigan winners of the 2012 Alfred P. Sloan Awards for Excellence in Workplace Effectiveness and Flexibility! Given by the Families and Work Institute (FWI) and the Society for Human Resource […]

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Septemeber 2012 Perspectives Newsletter

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August 2012 Perspectives Newsletter

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Greenleaf Trust named one of West Michigan’s Best and Brightest Companies to Work For

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 […]

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July 2012 Perspectives Newsletter

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T. Rowe Price Fee Reduction

T. Rowe Price Fee Reduction Effective July 1, 2021, T. Rowe Price will be lowering the expenses on the Retirement I Funds by 1 to 8 basis points, depending on the mutual fund. Below are the current and new fees for each fund:

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June 2012 Perspectives Newsletter

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May 2012 Perspectives Newsletter

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April 2012 Perspectives Newsletter

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Greenleaf Trust Plans to Add 14 Across the State in 2012

Kalamazoo, MI, March 2012 — Greenleaf Trust plans to add 14 across the state in 2012 In September 2011, Greenleaf Trust decided to raise the bar. The result–among other positives that go hand-in-hand with growth–is a dramatic staff increase. The company recently added five new team members in February, fleshing out its Operations Division, Retirement […]

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March 2012 Perspectives Newsletter

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February 2012 Perspectives Newsletter

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January 2012 Perspectives Newsletter

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