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 […]

Birmingham, MI, November 24, 2014 – Crain’s Detroit Business and Best Companies Group have named Greenleaf Trust “The Number One Cool Place to Work in Michigan” among medium sized companies (50-249 U.S. employees). The award identifies, recognizes and honors the best employers in Michigan, particularly in terms of their benefit to the state’s economy, workforce […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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

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 […]