Virtual Progress

It is my pleasure to introduce Perry Wolfe, who joined the Greenleaf Trust team in January as senior vice president, executive director of development. In collaboration with our business development and marketing teams, Perry will lead the strategy and growth for markets outside of Kalamazoo.

The timing of Perry’s arrival is fortuitous given the challenges many of our clients are facing as a result of the COVID-19 pandemic. Perry’s 27+ years of experience in commercial and private banking have capably prepared him to provide excellent insight into the federal stimulus programs being offered to small business owners. We are thankful to have him on our team and hope you will utilize his expertise.

We continue to keep our clients, colleagues and community front and center in our thoughts and actions. We are grateful that we have the tools, technology and enduring corporate culture to provide timely and attentive service to our clients, and to help all of us move forward with purposeful growth.

All of us at Greenleaf Trust are doing everything possible to continue business as (un)usual. We recently completed our first “virtual interview” and welcome Vasantha Arunachalam, our new estate settlement associate, who will be joining the team in Birmingham on May 4. Vasantha brings 25+ years of experience in estate settlement administration. Additionally, we’re holding virtual client meetings, “socially distanced” prospect meetings online and delivering virtual personalized plans for new clients.

Thank you for the continued privilege of serving you. We look forward to the time when we will see you again in person.