September 7, 2014
August 7, 2014
August 2014 Perspectives Newsletter
August 6, 2014
Allison L. Birmingham and Paul R. Jude obtain the Certified Wealth Strategist® industry designation
Kalamazoo, MI – Allison L. Birmingham and Paul R. Jude are among the first 2000 professionals obtaining the wealth management skill set of the future. The Certified Wealth Strategist® designation, administered by Cannon Financial Institute, recognizes those individuals completing thorough study of the issues surrounding effective wealth advising to comprehensively address clients’ wealth management needs. […]
Read MoreJuly 7, 2014
July 2014 Perspectives Newsletter
June 7, 2014
June 2014 Perspectives Newsletter
May 7, 2014
May 2014 Perspectives Newsletter
May 6, 2014
Greenleaf Trust among elite in West Michigan’s 101 best and brightest companies.
Hudsonville, MI, May 2014 – At the “West Michigan’s 101 Best and Brightest Companies to Work For” 2014 awards luncheon, Greenleaf Trust was one of only twelve companies to earn “Elite” honors by the Michigan Business and Professional Association. More than 100 companies took place in the competition. The twelve honorees earned the highest overall […]
Read MoreApril 7, 2014
April 2014 Perspectives Newsletter
March 18, 2014
2013 Annual Report
March 7, 2014
March 2014 Perspectives Newsletter
February 2, 2014
February 2014 Perspectives Newsletter
January 7, 2014
January 2014 Perspectives Newsletter
December 8, 2013
December 2013 Perspectives Newsletter
November 8, 2013
November 2013 Perspectives Newsletter
October 8, 2013
Greenleaf Trust announces a new hire
Greenleaf Trust is pleased to announce that Bruce Kridler has joined the firm’s Birmingham office as Senior Vice President and Business Development Officer. Mr. Kridler has more than 20 years experience in the banking and financial services industry, and eight years as a pension and investment consultant. Prior to joining Greenleaf Trust, he was Managing […]
Read MoreOctober 8, 2013
October 2013 Perspectives Newsletter
September 8, 2013
September 2013 Perspectives Newsletter
August 8, 2013
August 2013 Perspectives Newsletter
July 8, 2013
July 2013 Perspectives Newsletter
June 8, 2013
June 2013 Perspectives Newsletter
May 8, 2013
May 2013 Perspectives Newsletter
April 8, 2013
April 2013 Perspectives Newsletter
March 8, 2013
March 2013 Perspectives Newsletter
March 1, 2013
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 […]
Read MoreFebruary 8, 2013
February 2013 Perspectives Newsletter
January 8, 2013
January 2013 Perspectives Newsletter
December 9, 2012
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 […]
Read MoreDecember 8, 2012
December 2012 Perspectives Newsletter
November 9, 2012
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 […]
Read MoreNovember 8, 2012
November 2012 Perspectives Newsletter
October 8, 2012
October 2012 Perspectives Newsletter
October 8, 2012
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
Read MoreSeptember 8, 2012
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 […]
Read MoreSeptember 8, 2012
Septemeber 2012 Perspectives Newsletter
August 8, 2012
August 2012 Perspectives Newsletter
August 8, 2012
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 […]
Read MoreJuly 8, 2012
July 2012 Perspectives Newsletter
June 22, 2012
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:
Read MoreJune 8, 2012
June 2012 Perspectives Newsletter
May 2012 Perspectives Newsletter
April 8, 2012
April 2012 Perspectives Newsletter
March 8, 2012
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 […]
Read MoreMarch 8, 2012
March 2012 Perspectives Newsletter
February 8, 2012
February 2012 Perspectives Newsletter
January 1, 2012