Greenleaf Trust’s CFO Achieves Milestone with Executive MBA from Bowling Green Schmidthorst College of Business

Greenleaf Trust proudly announces the recent achievement of its Chief Financial Officer, Steve McKiddy, who has successfully completed an Executive Master of Business Administration (MBA) program at Bowling Green Schmidthorst College of Business.

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Greenleaf Trust announces the addition of four team members

Debby Kasemeyer, Victoria Atkins, Nicole Simon and Emily Talcott join Greenleaf Trust.

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Greenleaf Trust announces CERTIFIED FINANCIAL PLANNER™ certification

Family Office Portfolio Manager, Steve Wilbur, earns CFP® Certification

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Greenleaf Trust named among Michigan’s Best and Brightest in Wellness by National Association for Business Resources

Greenleaf Trust is honored to be named among the winners in the first round of Michigan’s Best and Brightest in Wellness winning companies.

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Greenleaf Trust announces CERTIFIED FINANCIAL PLANNER™ certification

Vice President, Northern Michigan Market Team Lead and Senior Trust Relationship Officer, Regina Jaeger, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

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Greenleaf Trust named 2024 Top Workplaces USA and featured in USA TODAY

Greenleaf Trust is honored to announce it is a recipient of the prestigious 2024 Top Workplaces USA award.

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Greenleaf Trust recognized as Best and Brightest Company to Work For in Metro Detroit and West Michigan by National Association for Business Resources for 14th consecutive year

Greenleaf Trust is honored to be named as one of the 2024 Best and Brightest Companies to Work For in Metro Detroit and West Michigan by the National Association for Business Resources. This year marks the fourteenth consecutive year of receiving these awards. Considering the ten to one ratio of this program, these winning companies […]

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Greenleaf Trust deepens the bench in Governance, Risk and Compliance division

Julie Weston has transitioned from the client centric team to her new role as a special asset risk management associate as a member of the governance, risk and compliance team.

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Greenleaf Trust announces the addition of five team members

Greenleaf Trust nears 200 employees with the addition of five team members to the client centric and research teams.

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Greenleaf Trust announces promotions in Northern Michigan

Greenleaf Trust is pleased to share the promotion of Regina Jaeger and Lauree VanderVeen to Vice President, Northern Michigan Market Team Leads and Senior Trust Relationship Officers.

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Greenleaf Trust named Inclusive Workplace by COLOR Magazine

Best Companies Group, in collaboration with COLOR Magazine, recognized Greenleaf Trust as an Inclusive Workplace in December 2023.

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Greenleaf Trust Announces Promotions and Role Change in Operations Division and Research Team

Greenleaf Trust is pleased to share the promotion of Theresa Loucanides and Brittany Szymczak to tax officers, and the addition of Patrick Bruining to the research team.

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Greenleaf Trust announces addition of three team members

Greenleaf Trust continues to grow with the addition of three teammates

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Greenleaf Trust announces master’s degree and two designations

Greenleaf Trust is pleased to share the continued development of teammates with a recent master’s degree and two professional designations.

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Greenleaf Trust announces Crain’s Detroit Excellence in HR recipient

Senior Human Resources Specialist, Kim Dudley, has recently earned a place on Crain’s Detroit’s Excellence in HR List.

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Greenleaf Trust recognized on list of Best Places to Work in Southeast Michigan by Best Companies Group and Crain’s Detroit Business

Greenleaf Trust was named as one of the 2023 Best Places to Work in Southeast Michigan on Aug. 28. The annual list of the Best Places to Work in Southeast Michigan was created by Best Companies Group in partnership with Crain’s Detroit Business. This statewide survey and awards program identifies, recognizes and honors the best […]

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Greenleaf Trust announces two Certified Trust Operations Professional® certifications.

Greenleaf Trust is pleased to share Assistant Director of Operations, Andrea Stidmon, and Senior Trust Operations Analyst, Hayley Smith-Bailey, have successfully achieved their Certified Trust Operations Professional (CTOP®) certification. As Assistant Director of Operations, Andrea provides leadership to the Operations Division and is responsible for the oversight of trust operations performed to accurately reflect all […]

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Greenleaf Trust announces promotion of Jeff Pauza to Vice President, Assistant Director of Wealth Management

Greenleaf Trust is pleased to share the promotion of Jeff Pauza to Vice President, Assistant Director of Wealth Management.

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The Importance of Inclusion in Our Culture

We are on a Diversity, Equity, and Inclusion (DEI) journey and have been for the last 25 years. We believe in the benefits of bringing uniquely different people with uniquely different backgrounds together within a unique culture.

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Greenleaf Trust announces promotions

Greenleaf Trust is pleased to announce promotions on the client centric and research teams.

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Greenleaf Trust announces division and role changes

Senior Business Process Analyst, Asa Davis, has recently changed divisions from the Business Information Services Division to the Retirement Plan Services Division. Asa will focus on identifying business improvements and opportunities for organizational development. He has over 20 years of experience in the financial services industry and earned his bachelor’s degree in business administration and […]

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Greenleaf Trust announces additions to the client centric team and Retirement Plan Division

Greenleaf Trust is pleased to share the addition of four new teammates.

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Greenleaf Trust named National Association for Business Resources 2023 Best and Brightest Winner in Wellness

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement*, announced that it has been recognized as one of 2023 Michigan’s Best and Brightest in Wellness® by the National Association for Business Resources.

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Greenleaf Trust announces CTFA designation

Michael Holmes, a Trust Relationship Officer in Kalamazoo, Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.

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Greenleaf Trust announces project management certification

Project Manager, Mercedes Sims receives Certified Associate in Project Management designation through the Project Management Institute

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Greenleaf Trust announces role change

Greenleaf Trust is proud to announce the addition of Elva Clayborn to the client centric team.

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Greenleaf Trust announces two certifications in Human Resources

Senior Talent Acquisition Specialists, Lisa Luebke and Jacqueline Sperling receive certifications in Human Resources

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Greenleaf Trust announces addition of two new teammates

Greenleaf Trust is pleased to share the addition of Audit Associate, Ashleigh Egler-Williams and Associate Participant Services Administrator, Nicholas Bourbeau

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Greenleaf Trust named National Association for Business Resources 2023 Best and Brightest Winner in West Michigan and Metro Detroit

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement*, announced that it has been recognized as one of the 2023 Best and Brightest Companies to Work For® in West Michigan and Metro Detroit by the National Association for Business Resources

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Greenleaf Trust receives two awards in Southeast Michigan: Best and Brightest Iconic Award in Metro Detroit from the National Association for Business Resources and the Community Engagement Award from DBusiness Top Corporate Culture Awards.

Greenleaf Trust recognized as a Best and Brightest Iconic Award winner in Metro Detroit as well as the Community Engagement Award winner for DBusiness Top Corporate Culture Awards.

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Greenleaf Trust announces addition to the client centric team

Greenleaf Trust is pleased to share the addition of Team Service Coordinator, Kerri Rosenbaum, to our team. Kerri is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource […]

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Greenleaf Trust announces CTFA designation

Rachel Mortensen, a senior estate settlement associate – team lead in southeast Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.

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Greenleaf Trust announces diversity certification

Greenleaf Trust is proud to announce diversity and inclusion certification for Lisa Luebke.

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Greenleaf Trust announces additions to the team

Andrew Edgar, Gabbi May and Quincy Jackson join the team at Greenleaf Trust.

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Greenleaf Trust Announces Hire of Managing Director

Greenleaf Trust announced today that Bill Feldmaier is joining the company as managing director of southeast Michigan located in its Birmingham office. With more than 20 years of experience in the institutional pension, 401k and retirement space, Feldmaier will be responsible for market strategy, business development and leadership of the Greenleaf Trust’s Birmingham office. He will be working throughout southeast Michigan to grow the firm’s personal trust, family office and retirement plan business.

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Greenleaf Trust announces certification and new hire in the Finance Division

Greenleaf Trust is pleased to share Financial Accounting Analyst Marisol Quiroz’s successful completion of her Certified Public Accountant designation. To earn the CPA designation, Marisol completed her Masters in Accountancy at Western Michigan University, passed all four sections of the CPA exam and had to demonstrate her abilities over at least 2,000 hours of application. […]

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Greenleaf Trust announces promotion in the Finance Division

Greenleaf Trust is pleased to announce the promotion of Christine M. Hansen, CPA to assistant vice president, finance. Christine is responsible for the corporate accounting, taxation and financial reporting functions. She ensures compliance with regulatory and governing requirements and partners with third party accounting firms to administer financial audits.

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2022 Review and 2023 Outlook

Arguably, 2022 was one of the more challenging of the past 25 years. We experienced high inflation that extended throughout the economy and induced monetary policy surprises as central banks tightened in response. Russia’s invasion of Ukraine shocked commodity prices exacerbating inflationary pressures and accelerating monetary policy changes. As the year progressed, tighter policy caused activity in the housing market to slow dramatically and the combination of these factors significantly increased the likelihood of a recession. Relative to when the year began, all of these developments came as surprises.

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Survey Says…

As we look for opportunities to serve our clients better, we begin by listening to those that matter most – our clients.

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Michigan’s Updated POLST Form

Many individuals have durable powers of attorney for health care, or advance directives, as part of their estate plan. These documents appoint a surrogate, or patient advocate, to make health care decisions for them when they are unable to do so in a hospital setting. An advance directive is effective only after two physicians have certified as part of the patient’s medical record that the patient is unable to participate in their own health care decision-making. As such, there are conditions to when an advance directive becomes effective. Nor is a durable power of attorney for health care in the form of a medical or physician’s order.

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New Limits to Transfer Taxes for 2023

In late October of 2022, the IRS published the inflation adjusted limits for transfer taxes for 2023. The Applicable Gift and Estate Exclusion Amount increases to $12,920,000 per individual up from $12,060,000 in 2022. For those individuals who have used their full exclusion amount, they now have an additional $860,000 to give without incurring gift tax. This exclusion is the amount that an individual may transfer during their lifetime or at their death without incurring gift and estate tax.

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Greenleaf Trust announces promotions

Allison Birmingham has been promoted to assistant vice president, senior wealth management advisor. Anne Bohl has been promoted to senior wealth management coordinator. Patrick Bruining has been promoted to senior trust operations analyst. Chris Burns has been promoted to vice president, assistant director of research. Gabrielle Contesti has been promoted to senior project manager. Wendy […]

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Greenleaf Trust announces promotion and additions

Julie Weston has been promoted to special asset associate on the estate settlement team. She is responsible for the management of special assets in the settling of estates. She has over ten years of experience in client service. Julie earned her bachelor’s degree from Western Michigan University and a master’s degree from Walden University. Joel […]

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Greenleaf Trust announces CFP® certification

Family office wealth strategist receives CFP® Certification Family Office Wealth Strategist Brittany Szymczak, CFP®, CPA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Brittany is responsible for providing comprehensive family wealth […]

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Greenleaf Trust Recognized as Inclusive Workplace by Best Companies Group

Greenleaf Trust is proud to announce that it has been recognized as an “Inclusive Workplace” by Best Companies Group, a workplace culture and employee engagement expert, and COLOR Magazine, a leader in corporate inclusivity.

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Greenleaf Trust announces two CFP® certifications

Wealth management associate and trading specialist receive CFP® Certifications Wealth management associate Brian Schafer, and trading specialist Mollie Felt have been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Brian is a member […]

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Greenleaf Trust named National Best and Brightest in Wellness Winner by National Association for Business Resources

Greenleaf Trust, a Michigan-chartered wealth management firm with $17 billion in assets under advisement*, announced that it has been recognized as a 2022 National Best and Brightest in Wellness winner after being named a Michigan winner earlier this month.

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Greenleaf Trust named Michigan’s Best and Brightest in Wellness 2022 Elite Winner in Participation and Incentives

November 17, 2022, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $17 billion in assets under advisement*, announced that it has been recognized not only as one of Michigan’s Best and Brightest in Wellness but as an Elite Winner in Participation and Incentives. Winning companies were recognized at the “Michigan’s Best and […]

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Greenleaf Trust Chief Financial Officer honored by Western Michigan University Homer Stryker M.D. Medical School

Greenleaf Trust is pleased to share Chief Financial Officer Steve McKiddy was honored November 10, 2022 with the first annual Western Michigan University Homer Stryker M.D. School of Medicine Philanthropy Volunteer of the Year Award at the medical school’s donor appreciation luncheon. Steve has been the Chairman of the Dean’s Circle of Leadership Giving for […]

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Greenleaf Trust announces addition of new member to the Board of Directors

Greenleaf Trust is proud to announce the addition of James Liggins, Esq. to board of directors: At the regularly scheduled October board of directors meeting, the board unanimously voted to accept the nomination of James Liggins, Esq. to the Board of Directors of Greenleaf Financial Holding Company, Greenleaf Trust of Michigan and Greenleaf Trust of […]

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Greenleaf Trust announces CTFA designation

October 7, 2021 Birmingham, MI – Greenleaf Trust announces CTFA designation Senior trust relationship officer receives Certified Trust and Fiduciary Advisor designation Mark Meyers, CFP, CTFA, CLU, ChFC, a Senior Trust Relationship Officer in southeast Michigan was recently awarded the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. Mark provides holistic […]

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Greenleaf Trust announces CFP® Certification

Senior Wealth Management Associate Garrett Urman, CFP®, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Garrett is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning […]

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Greenleaf Trust announces promotion

Greenleaf Trust is proud to announce the promotion of Mandi Doster to estate settlement coordinator: Greenleaf Trust is pleased to announce the promotion of Mandi Doster to estate settlement coordinator in Kalamazoo, Michigan. She is responsible for coordinating the efforts of the estate settlement team and providing comprehensive administrative support. She drives an efficient workflow […]

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Greenleaf Trust announces CFP® Certification

Senior Manager Selection Analyst Jacob Barker, CFA, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Jacob has worked at Greenleaf Trust since 2018, and is responsible for supporting the evaluation, […]

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Greenleaf Trust announces CTFA designation

January 13, 2021 Kalamazoo, MI – Greenleaf Trust announces CTFA designation Senior Trust relationship associate receives Certified Trust and Fiduciary Advisor designation Kathryn Gadbois Schafer, J.D., CTFA, a senior trust relationship associate in Kalamazoo, Michigan was recently awarded the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. Kathryn is responsible for […]

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Greenleaf Trust announces new hire

Birmingham, MI — September 17, 2012 Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of Julie Weston, who has joined the company’s personal trust team. Julie A. Weston Team Service Coordinator Julie is responsible for providing comprehensive support and administrative assistance within the personal trust area. Julie has over seven years of […]

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Greenleaf Trust announces CFP® Certification

Trust relationship officer receives CFP® Certification Trust Relationship Officer Cory Spaulding, CFP®, CTFA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Cory is responsible for trust administration and holistic wealth management […]

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Greenleaf Trust announces promotion

Greenleaf Trust is proud to announce the promotion of Jennifer Reisterer-Brand: Jennifer Reisterer-Brand recently joined our Operations Division, from our Retirement Plan Division, as a Senior Retirement Processing Operations Analyst. Jennifer’s primary responsibility is to lead the processing function for all transactions regarding retirement plans serviced by Greenleaf Trust.  Her responsibilities include processing of defined […]

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Greenleaf Trust announces new hires

Greenleaf Trust announces the addition of two new teammates in Operations: Mario Campbell joins our Operations division as a trust operations specialist. Mario’s primary responsibilities include document preparation, account opening and maintenance, and assisting the client centric team with the administration of their accounts. He earned his bachelor’s degree in Finance with a minor in […]

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Greenleaf Trust announces new hires

In addition to the seven new hires and role changes announced last month, Greenleaf Trust is pleased to share six new hires. Please join us in celebrating the following additions: Valerie Martin joins Greenleaf Trust as a team service coordinator on the client centric team. She is responsible for providing administrative support, day-to-day servicing of […]

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Greenleaf Trust named National Best and Brightest in Wellness by the National Association for Business Resources

Greenleaf Trust named National Best and Brightest in Wellness by the National Association for Business Resources September 28, 2021, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $15 billion in assets under advisement, announced that it has been recognized as a National Best and Brightest in Wellness. The 2021 winning companies were […]

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Greenleaf Trust announces new hires

Greenleaf Trust adds to the Birmingham and Kalamazoo teams: Emily Wedes joins Greenleaf Trust as a team service coordinator on the client centric team. She is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and driving the efforts of the client centric team. Emily ensures clear, concise communication by coordinating the team’s […]

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Greenleaf Trust announces CFP® Certification

Senior Wealth Management Associate Brian Farrell receives CFP® Certification Senior Wealth Management Associate Brian Farrell, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Brian has worked at Greenleaf Trust since […]

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Greenleaf Trust Receives Honor as Best and Brightest Companies to Work For® in West Michigan

Greenleaf Trust, a Michigan-chartered wealth management firm with nearly $15 billion in assets under advisement, announced that it has been recognized as one of West Michigan’s Best and Brightest Companies to Work For®. Best and Brightest Companies to Work For® evaluates employee feedback based on key measures such as engagement, compensation, benefits and employee solutions, […]

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Greenleaf Trust announces new hire

Greenleaf Trust is proud to announce the addition of a new team member: Sarah Pease joins the Greenleaf Trust finance team as a financial accounting analyst. She is responsible for day-to-day accounting and related analysis.  Sarah also helps ensure compliance with regulatory and governing reporting requirements, manages accounts payable, and supports vendor-related processes. She has […]

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Greenleaf Trust announces new hire

Greenleaf Trust is proud to announce the addition of a new team member: Ebenezer Musookho joins the Greenleaf Trust team as a junior research associate. He is responsible for supporting the research team by leveraging systems and data to facilitate portfolio analysis.  He maintains portfolio performance reporting models and drives continuous improvement initiatives focused on […]

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Greenleaf Trust announces promotions

Greenleaf Trust is proud to announce the promotions of the following teammates: Salena Al-Saadi has been promoted to Senior CRM Engineer. Anne Bohl has been promoted to Wealth Management Coordinator II Chris Burns has been promoted to Vice President, Investment Strategist and Senior Fixed Income Analyst Hanna Channell has been promoted to Senior CCT Specialist […]

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Greenleaf Trust announces new hires

Greenleaf Trust is proud to announce the addition of four new team members: Steve McKiddy joins Greenleaf Trust as chief financial officer. Steve provides financial guidance and broad counsel to the Executive Leadership Team at Greenleaf Trust.  He leads the finance and accounting organization and directs the company’s fiscal functions in accordance with regulatory and […]

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Greenleaf Trust announces new hire

Ondrea Brussee joins Greenleaf Trust as participant services coordinator. Ondrea provides education and communication to participants of various retirement plans serviced by Greenleaf Trust. She also conducts retirement plan enrollment meetings, meets with plan participants, develops education and informational materials, and supports the participant call center. Ondrea has 18 years of internal and external customer […]

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Greenleaf Trust announces promotions

Quinn McCormick has been promoted to compliance specialist. Quinn is responsible for assisting with Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory research and implementation, and process improvement initiatives. She has been in financial services with Greenleaf Trust for over five years, and her organizational experience along with her problem […]

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Greenleaf Trust announces new hires

September 14, 2020, Birmingham and Kalamazoo, MI – Greenleaf Trust announces new hires Greenleaf Trust is proud to announce the additions of three new team members: Vasantha joins as estate settlement associate in Birmingham, MI. She is responsible for providing comprehensive administrative support, day to day servicing of account needs, and driving the efforts of […]

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Greenleaf Trust announces new hires

February 2020, Kalamazoo, MI – Greenleaf Trust announces new hires Greenleaf Trust is proud to announce the addition of two new team members: Kristin Bennett, CFP, CPWA joins Greenleaf Trust as vice president, assistant director of wealth management. She is helps lead the Wealth Management team, and specializes in the development of comprehensive wealth management […]

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Greenleaf Trust announces new hires

February 2020, Kalamazoo, MI – Greenleaf Trust announces two new hires Greenleaf Trust is proud to announce the addition of new team members: Alexandria Solis-Mullen, J.D. joins Greenleaf Trust as estate settlement officer. She is responsible for executing estate settlement for the personal trust team. Alexandria earned her J.D. from Western Michigan University Thomas M. […]

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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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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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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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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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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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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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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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Greenleaf Trust announces new hire

Kalamazoo, MI — September 13, 2012 Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of Thomas L. Drews, who will serve as Executive Vice President and Director of Operations. Mr. Drews is accountable for leading Greenleaf Trust’s Operations Division which consists of account administration, processing, tax, reporting and compliance. He has more […]

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Greenleaf Trust announces new hire

Kalamazoo, MI — September 2012 Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of Nicholas A. Juhle, who has joined the company’s retirement plan services team. Nicholas A. Juhle, CFA Mutual Fund Analyst Nick is responsible for mutual fund investment analysis contributing to broader wealth management strategies and supporting retirement plan services. […]

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Greenleaf Trust announces new hires

Kalamazoo, MI — September 17, 2012 Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of two employees who have joined the company’s retirement plan services team. 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 […]

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Greenleaf Trust announces new hire

Kalamazoo, MI, December 2012 – Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of Patricia J. Chibende, who will serve as an Operations Technician. Patricia is responsible for all aspects of operations, focusing on the timely and accurate execution of operations activities, including dividend and interest posting, cash processing, reconcilement, and corporate […]

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

Warren, Mich., Sept. 27, 2012 — With an impressive demonstration of innovative human resources programming, 12 local companies were recognized with the title of Elite Winner at today’s “Metro Detroit’s 101 Best and Brightest Companies to Work For” annual awards competition. The event, presented by the Michigan Business and Professional Association (MBPA), recognizes only 12 […]

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Greenleaf Trust announces new hire

Kalamazoo, MI, January 2014 – Greenleaf Trust announces new hire Greenleaf Trust is pleased to announce that Michael Ruchti has joined the firm as Chief Financial Officer. Michael is responsible for Greenleaf Trust’s financial operations including all accounting, tax, financial planning and reporting, and business case development activities. He has over 15 years of experience […]

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Greenleaf Trust announces promotions on client centric team

Stacy Beekman, CTFA has been promoted to assistant vice president, senior trust relationship officer. She is responsible for the day-to-day trust administration and fiduciary compliance of her clients. She has over 20 years in the financial services industry and earned a bachelor’s degree in business administration from Grand Valley State University. Stacy is also a […]

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Greenleaf Trust adds to the Retirement Plan Division and The Family Office at Greenleaf Trust

Greenleaf Trust is pleased to welcome two new teammates and announce the promotion of Steve Wilbur. Joining the Retirement Plan Division, Greenleaf Trust welcomes Katie Mallette, QPA®, QKA®, ERPA as senior recordkeeping analyst – team lead. Katie’s primary responsibilities include day-to-day recordkeeping of participant retirement accounts and annual compliance work on retirement plans, as well […]

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Greenleaf Trust Receives Honors as Best and Brightest Companies to Work For® in Wellness, Best and Brightest Companies to Work For® in Metro Detroit, and Best and Brightest Companies to Work For® in the Nation

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement, announced it’s been named a Best and Brightest Companies to Work For® in Metro Detroit, Wellness and the Nation. The three awards come after previously being named Best and Brightest to Work For® in West Michigan earlier this year. Best and […]

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Greenleaf Trust announces CFP® Certification

April 2019, Grand Rapids, MI – Greenleaf Trust announces CFP® Certification Wealth Management Advisor Jeff T. Pauza, CFA, CFP® at Greenleaf Trust in Grand Rapids has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and […]

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Greenleaf Trust announces Leadership Exemplar in Business award

Greenleaf Trust is proud to announce Karen Baldwin has been named Leadership Exemplar in Business at HumanEx Impact and Legacy Summit. Executive Vice President, Director of Human Resources Karen Baldwin, CSP™, SHRM-SCP™, was named a Leadership Exemplar in Business at last month’s HumanEx Impact and Legacy Summit. HumanEx Ventures is committed to collaborating with leaders […]

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Greenleaf Trust recognized by Crain’s as #1 Cool Place to Work for Medium Companies for the second year in a row

Greenleaf Trust has been recognized as the number one Cool Place to Work for medium sized businesses and the sixth overall by Crain’s Detroit Business. Cool Places to Work in Michigan is a research-driven program from Best Companies Group. The award focuses on a company’s practices, programs and benefits and surveys employees from their perspective. […]

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Greenleaf Trust adds four new team members

Greenleaf Trust is pleased to welcome an associate program team lead, trust relationship officer, and two new team service coordinators: Carlos Clay Jr. joins Greenleaf Trust as an associate program team lead in Kalamazoo, Michigan. He is responsible for assisting with leading the administration and day-to-day responsibilities of special programs, to include the Greenleaf Trust […]

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Greenleaf Trust adds to Kalamazoo team

July 25, 2022, Kalamazoo, MI – Greenleaf Trust adds to Kalamazoo team Greenleaf Trust is pleased to welcome the following teammates to our Personal Trust, Retirement Plan, and Operations Divisions: Michael Holmes, JD joins the client centric team as a trust relationship officer. He specializes in providing a trust perspective to all wealth management discussions, […]

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Greenleaf Trust announces promotions in Business Information Services and Human Resources Divisions

Greenleaf Trust is pleased to announce three promotions: Ondrea Brussee has been promoted to database application support specialist as a part of our Business Information Services Division. She is responsible for the support and administration of applications within database systems.  She is also responsible for data reporting, data visualization and process documentation.  Ondrea is a graduate […]

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Greenleaf Trust announces CPWA® Certification

Greenleaf Trust announces CPWA® Certification Senior Wealth Management Advisor achieves Certified Private Wealth Advisor® designation: Greenleaf Trust is pleased to share that senior wealth management advisor Corbin Donaldson, CFP®, CPWA® successfully completed the Certified Private Wealth Advisor Designation Program offered through the Investments & Wealth Institute and the University of Chicago Booth School of Business. […]

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Greenleaf Trust announces Qualified 401(k) Administrator® certification

Greenleaf Trust is proud to announce retirement plan certification for Chris Sharp Senior Relationship Specialist Chris Sharp, QKA® successfully completed the American Society of Pension Professionals program and examination to become a Qualified 401(k) Administrator®. The program focuses on the development of technical skills needed to work with 401(k) plans. Candidates for the certification must […]

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Greenleaf Trust announces project management certification

Greenleaf Trust is proud to announce project management designation for Quinn McCormick. Compliance Specialist Quinn McCormick, CAPM® successfully completed and passed the Project Management Academy Certified Associate in Project Management Certification Training and has been awarded the Certified Associate in Project Management (CAPM) designation. The program aims to educate professionals in the fundamentals and terminology […]

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Greenleaf Trust announces Chartered Financial Consultant ChFC® certification

Greenleaf Trust is proud to announce wealth management certification for Richard Carden Senior Wealth Management Associate Richard Carden, CFP®, ChFC® successfully completed the American College of Financial Services program and examination to become a Chartered Financial Consultant®. The program covers topics such as tax planning, retirement planning, special needs advising and wealth management, among other […]

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Greenleaf Trust adds to the Family Office Division

June 8, 2022, Grand Rapids, MI – Greenleaf Trust adds to the Family Office Division Greenleaf Trust adds three new teammates to the Family Office Division: Andy Fabiano joins Greenleaf Trust as a senior family office wealth advisor. As part of the Family Office at Greenleaf Trust, Andy is responsible for the coordination and oversight […]

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Greenleaf Trust adds to operations and client centric teams

June 2, 2022, Kalamazoo, Grand Rapids, MI – Greenleaf Trust adds to operations and client centric teams Greenleaf Trust is pleased to welcome the following teammates to our operations and client centric teams: Jessica Brown joins Greenleaf Trust as trust operations specialist. She is responsible for cash processing, along with providing support to the operations […]

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Greenleaf Trust Ranks Among the Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2022

Greenleaf Trust has been named to Inc. Magazine’s annual list of the Best Workplaces for 2022 for the second year in a row, and the only winner from the state of Michigan. Hitting newsstands in the May/June 2022 issue, and as part of a prominent Inc.com feature, the list is the result of a wide-ranging […]

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Greenleaf Trust announces additions to the client centric team

Greenleaf Trust adds to client centric team to continue excellent client service: Sam Ellis, CFP joins Greenleaf Trust as wealth management advisor focused in Grand Rapids, Michigan. He specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and management of client investment portfolios. Sam earned a bachelor’s degree in […]

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Greenleaf Trust in Kalamazoo Names Michael Odar CEO

D Business published press release on President and CEO Michael Odar, CFA. Read more in D Business.

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Greenleaf Trust announces promotion

Kalamazoo, MI, January 2015 – Greenleaf Trust is pleased to announce that Michael Storms has been promoted to Senior Research Analyst. Mike focuses on individual equity research and covers stocks in the technology, telecom, media and consumer staples sectors. He graduated from Michigan State University and has earned his Charted Financial Analyst designation.

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Greenleaf Trust Names Michael Odar President and Chief Executive Officer

Michael Odar will also join the wealth management firm’s Boards of Directors March 22, 2022, Kalamazoo, MI – Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm, announced that President Michael Odar has been appointed Chief Executive Officer. In addition, he was appointed a Director on the Boards of Greenleaf Financial Holding Company, […]

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Greenleaf Trust announces new hires and promotion

Richard Carden, CFP® joins Greenleaf Trust in southeast Michigan as a senior wealth management associate. Richard is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. He has earned his Bachelor’s degree in trust and wealth management with a minor in financial planning […]

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Greenleaf Trust announces new hire

Greenleaf Trust adds to client centric team in northern Michigan: Kimberly Lloyd joins Greenleaf Trust as a senior trust relationship associate in Traverse City, Michigan. She is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients.  Kimberly has a Bachelor’s of Business […]

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Greenleaf Trust named 2022 Best and Brightest West Michigan Iconic Winner and a National Brilliance award winner by National Association for Business Resources

Greenleaf Trust, a Michigan-chartered wealth management firm with $17 billion in assets under advisement, announced that it has been recognized as a both a Best and Brightest West Michigan Iconic Winner and a National Brilliance award winner. The Best and Brightest Iconic Award is bestowed to distinguished companies that have been an Elite winner in […]

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Greenleaf Trust announces 2022 promotions

Greenleaf Trust is proud to share the following promotions: Karen Baldwin has been promoted to EVP, Director of Human Resources Jacob Barker has been promoted to Senior Manager Selection Analyst Patrick Bruining has been promoted to Trust Operations Analyst Sharon Conran has been promoted to Vice-President, Senior Estate Settlement Officer-Team Lead Steve Davis has been […]

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Greenleaf Trust announces new hires

Kalamazoo, MI, February 2012 — Greenleaf Trust recently announced the hire of five new team members. Carol E. Duck, CPA has joined the Operations Division as Tax, Reporting and Compliance Team Lead. Carol will provide leadership and support for the Tax, Reporting and Compliance (TRC) team which is responsible for reporting to clients their investment […]

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Greenleaf Trust named National Best and Brightest Companies to Work for in the Nation by the National Association for Business Resources

Greenleaf Trust, a Michigan-chartered wealth management firm with $17 billion in assets under advisement, announced that it has been recognized among the Best and Brightest Companies to Work for in the Nation. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource […]

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Greenleaf Trust announces diversity certification

Greenleaf Trust is proud to announce new diversity designation for Karen Baldwin. Senior Vice President, Director of Human Resources Karen Baldwin, CSP™, SHRM-SCP™, NDCCDP successfully passed the DiversityFIRST™ certification program and examination administered by the National Diversity Council and has been awarded the National Diversity Council Certified Diversity Professional (NDCCDP) designation. The Diversity FIRST™ Certification […]

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Greenleaf Trust Announces Kalamazoo Expansion to Support Continued Growth

October 4, 2021, Kalamazoo, MI – Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm, today announced the expansion of its offices in Kalamazoo. The firm’s growing in-house research team will move into a new space at 277 South Rose Street, located next to its current headquarters. Greenleaf Trust’s expansion comes as the […]

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Greenleaf Trust named National Best and Brightest in Wellness by the National Association for Business Resources

December 21, 2020 Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $14 billion in assets under advisement, announced that it has been recognized as a National Best and Brightest in Wellness. The 2020 Fall National winning companies were evaluated by an assessment created and administered by SynBella, the nation’s leading wellness systems […]

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Greenleaf Trust recognized for diversity initiatives and for named by Crain’s as #1 Cool Place to Work for Medium Companies

Greenleaf Trust has been recognized for diversity initiatives as a Diversity Focused Company by Corp! Magazine, as well as a Cool Place to Work by Crain’s Detroit Business. The diversity award from Corp! Magazine recognizes Greenleaf Trust’s success in: defining and monitoring diversity; demonstrating how diversity adds value; committing to diversity among its workforce and […]

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Greenleaf Trust announces CHRS Certification

Human resources coordinator receives CHRS Certification Human resources coordinator T’Ausia Bronson has earned the Certified Human Resources Specialist (CHRS) certification from Michigan State University, the premier certification for HR professionals and managers who want to add greater value through a thorough understanding of human resources management. T’Ausia  is primarily responsible for a variety of administrative, […]

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Greenleaf Trust announces CFA® Certification

Manager selection analyst receives CFA® Certification Manager selection analyst Jacob Barker has earned the Chartered Financial Analyst (CFA) designation, one of the highest distinctions in the investment management profession. Jacob is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers used in client investment portfolios. He joined Greenleaf Trust in […]

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Greenleaf Trust announces new hires and role changes

Greenleaf Trust continues to grow and thrive in uncertain times: The importance of company culture is put to the test during uncertain times, most certainly throughout the last 16-months during the COVID-19 pandemic. Team members hired during this period represent 17% of our team. Our constant focus on clients and collegial team environment has allowed […]

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Greenleaf Trust announces CFP® Certifications

Two Senior Wealth Management Associates receive CFP® Certifications Senior Wealth Management Associates Michal Mikrut and Steve Davis, CFP® have been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Michal and Steve are responsible […]

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Fortune and Great Place to Work® Name Greenleaf Trust One of the 2021 Best Workplaces for Millennials™

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement, announced that it has been recognized as one of the 2021 Best Workplaces for Millennials™. The Best Workplaces for Millennials award is based on analysis of survey responses from more than 5.3 million current employees. In that survey, 94% of Greenleaf […]

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Greenleaf Trust Receives Honor as Best and Brightest Companies to Work For® in Metro Detroit

Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement, announced that it has been recognized as one of Metro Detroit’s Best and Brightest Companies to Work For®. Best and Brightest Companies to Work For® evaluates employee feedback based on key measures such as engagement, compensation, benefits and employee solutions, education […]

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Greenleaf Trust Relocates to Newly Restored Former City Hall Building in Traverse City

Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm, announced the relocation of its Northern Michigan team to the historic Old City Hall in downtown Traverse City. Greenleaf Trust partnered with real estate developer and sister-company Catalyst Development Co., LLC on the restoration of the historic building. The wealth management firm’s new 5,100-square-foot […]

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Greenleaf Trust Ranks Among the Highest Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2021

Greenleaf Trust has been named to Inc. Magazine’s annual list of the Best Workplaces for 2021. Hitting newsstands May 18 in the May/June 2021 issue, and as part of a prominent Inc.com feature, the list is the result of a wide-ranging and comprehensive measurement of American companies that have created exceptional workplaces and company culture […]

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Greenleaf Trust Receives Honor as Best and Brightest Companies to Work For® in West Michigan

April 20, 2020, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with nearly $12 billion in assets under advisement, announced that it has been recognized as a West Michigan’s Best and Brightest Companies to Work For®. Best and Brightest Companies to Work For evaluates employee feedback based on key measures such as engagement, […]

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Greenleaf Trust Named Among Fortune’s Best Workplaces for 2021

Greenleaf Trust, an independent, trust-only bank and wealth management firm, was recognized by Fortune as one of its industry’s best small and medium workplaces in the nation as part of the 2021 Great Place to Work rankings, underscoring its commitment to going beyond expectations in all that it does. Fortune and research partner Great Places […]

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Greenleaf Trust promotes Beverly Whaley to trust relationship associate

Greenleaf Trust is proud to announce the promotion of Beverly Whaley to a trust relationship associate. She is responsible for day-to-day servicing of account needs, trust administration, and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. Beverly ensures clear, concise communication by coordinating the team’s workflow and […]

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Greenleaf Trust announces new hire and role change

Greenleaf Trust is proud to announce the addition of a new team member as well as a role change: Thanya Rhoades joins the Greenleaf Trust team as a record keeping analyst.  Her primary responsibilities include the day-to-day recordkeeping of participant retirement accounts and annual compliance work.  Thanya has more than 25 years of experience in […]

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Greenleaf Trust announces two new hires

Greenleaf Trust is proud to announce the addition of new team members: Tiffany Clubs joins the Greenleaf Trust team as a trust relationship associate. She is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. Tiffany has an Associates Degree in Business […]

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Greenleaf Trust announces promotions

Kalamazoo, MI, February 2012 — Greenleaf Trust is pleased to announce the following promotions. Michael F. Odar, CFA has been promoted to Senior Executive Vice President and Director of Strategic Initiatives. With more than 18 years of experience in the investment field, Mike leads the execution of critically important initiatives across all company divisions and […]

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Greenleaf Trust announces two CFP® certifications

Senior Wealth Management Advisor Doug Bajor, and Investment Strategist, Senior Fixed Income Analyst Christopher Burns receive CFP® certifications Senior Wealth Management Advisor Doug Bajor, CFA®, CFP® at Greenleaf Trust in Birmingham has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in […]

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December 7, 2020, Traverse City and Kalamazoo, MI – Greenleaf Trust announces two new hires

Greenleaf Trust is proud to announce the addition of two new team members: Suzanne Stepan, CFA, CFP® joins Greenleaf Trust as vice president, senior wealth management advisor. Suzanne specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. She strives to provide remarkable […]

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Greenleaf Trust Celebrates Graduating Scholars in Virtual Ceremony

Event recognizes the accomplishments of six recipients of the Greenleaf Trust Scholarship, which is focused on increasing diversity in the areas of finance and personal financial planning December 1, 2020, Kalamazoo, MI – Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm with more than $14 billion in client assets under advisement, celebrated […]

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Greenleaf Trust announces Digital Marketing Certification

Marketing Assistant Taylor N. Farrell receives dual certification from Digital Marketing Institute and American Marketing Association Marketing Assistant Taylor Farrell, CDMP, PCM®, at Greenleaf Trust in has earned professional designation as a Professional Certified Marketer (PCM) in Digital Marketing from the American Marketing Association and a Certified Digital Marketing Professional (CDMP) from the Digital Marketing […]

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Greenleaf Trust named 2020 Elite Winner among Metro Detroit’s “Best and Brightest Companies to Work For” in Compensation, Benefits and Employee Solutions

November 4, 2020, Birmingham, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with nearly $12 billion in assets under advisement, announced that in addition to being recognized as a Metro Detroit’s Best and Brightest Companies to Work For®, the firm has also been named 2020 Elite Award Winner for Compensation, Benefits and Employee Solutions. […]

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Greenleaf Trust recognized for diversity initiatives and for Best and Brightest in Metro Detroit

In the same month, Greenleaf Trust has been recognized for diversity initiatives as a Diversity Focused Company by Corp! Magazine, as well as a Best and Brightest Company to Work For in Metro Detroit. The diversity award from Corp! Magazine recognizes Greenleaf Trust’s success in: defining and monitoring diversity; demonstrating how diversity adds value; committing […]

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Greenleaf Trust Honored as Best and Brightest in Wellness™

September 9, 2020, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $14 billion in assets under advisement, announced that it’s been recognized as a Michigan statewide Best and Brightest in Wellness. The 2020 winning companies were evaluated by an assessment created and administered by SynBella, the nation’s leading wellness systems firm. Company […]

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Greenleaf Trust Recognized for Being a “Cool Place to Work”

Greenleaf Trust is excited to share that it has been named a “Cool Place to Work” by Crain’s Detroit Business. The distinguished award reflects Greenleaf Trust’s ongoing success in integrating best practices throughout its wealth management business, now with $14B in assets under advisement. The COOL PLACE TO WORK award falls within Crain’s Detroit “Best […]

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Greenleaf Trust named 2020 Elite Winner among West Michigan’s “Best and Brightest Companies to Work For” in Employee Achievement and Recognition

May 18, 2020, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with nearly $12 billion in assets under advisement, announced that in addition to being recognized as a West Michigan’s Best and Brightest Companies to Work For®, the firm has also been named 2020 Elite Award Winner for Employee Achievement and Recognition. Best […]

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Greenleaf Trust Wins Honored as Top 101 Best and Brightest Companies to Work For® in the Nation for 2019

February 7, 2020, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $14 billion in assets under advisement, announced that it has been recognized as a Top 101 Best and Brightest Companies to Work For® in the Nation. Best and Brightest Companies to Work For evaluates employee feedback based on key measures such […]

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Greenleaf Trust announces three new hires and two promotions

November 2019, Kalamazoo and Traverse City, MI – Greenleaf Trust announces three new hires and two promotions Greenleaf Trust is proud to announce the addition of three new team members: Jan Crossman joins the Traverse City location as a team service coordinator. She is responsible for providing administrative support, day-to-day servicing of account needs and […]

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Greenleaf Trust announces CFA Institute Investment Foundations Certificates

As part of their internship at Greenleaf Trust, Victor Perez and Eddie Warr have completed the CFA Institute Investment Foundations® Program. Each intern was awarded the CFA investment Foundations Certificate after passing an extensive exam that covered ethics, economics, finance, investments and risk management. Also Greenleaf Trust Scholarship recipients, the interns have successfully demonstrated their […]

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Greenleaf Trust announces Chartered Retirement Plans Specialist Certification

Rosalice C. Hall completed a course of study and examination through the College of Financial Planning encompassing design, installation and administration of retirement plans and earned the Chartered Retirement Plans Specialist℠ designation. Rosie has been with Greenleaf Trust since 2011 and is responsible for providing comprehensive support for individual and corporate retirement plan clients.

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Greenleaf Trust recognized for diversity initiatives and for being a “cool place to work”

August 2019, Kalamazoo, MI — In the span of one week, Greenleaf Trust has been named a winner of the 2019 Salute to Diversity Award by Corp! Magazine, and a “Cool Place to Work” by Crain’s Detroit Business. The two distinguished awards reflect Greenleaf Trust’s ongoing success in integrating “best practices” throughout its wealth management […]

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Greenleaf Trust announces new team member designation

August 2019, Kalamazoo, MI – Greenleaf Trust announces new team member designation Greenleaf Trust is proud to announce Julie Howes Certified Securities Operations Professional designation: Julie Howes, a Senior Trust Operations Specialist who will celebrate a 10 years at Greenleaf Trust this fall, received her Certified Securities Operations Professional (CSOP) designation. The CSOP designation is […]

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Greenleaf Trust Wins Dual Honors as Best and Brightest Companies to Work For® and Best and Brightest in Wellness™

August 28, 2019, Kalamazoo, MI – Greenleaf Trust, a Michigan-chartered wealth management firm with $14 billion in assets under advisement, announced that it’s been recognized as a Metro Detroits’ Best and Brightest Companies to Work For®, and a Michigan statewide Best and Brightest in Wellness. Best and Brightest Companies to Work For evaluates employee feedback […]

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Greenleaf Trust announces promotions and new hires

April 2019, Kalamazoo and Birmingham, MI – Greenleaf Trust announces promotions and new hires Greenleaf Trust is proud to announce the promotion of two employees, as well as the addition of a new team member: After a year of service as Participant Services Coordinator, Lisa Hojnacki has been promoted to Participant Services Coordinator – Team […]

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Greenleaf Trust named Great Place to Work and Best and Brightest Company to Work For

Greenleaf Trust Named Great Place to Work® and Best and Brightest Company to Work For® Firm earns accolades as premier West Michigan and financial services employer April 11, 2019, Kalamazoo, MI – Greenleaf Trust, an independent Michigan-chartered, trust-only bank and wealth management firm with $12 billion in assets under advisement, announced it’s been named to […]

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Greenleaf Trust named national winner of Best and Brightest Companies to Work For

January 10, 2019, Kalamazoo, MI – The National Association for Business Resources has named Greenleaf Trust one of the nation’s Best and Brightest Companies to Work For. Greenleaf Trust is one of only 512 winning companies out of 2,400 contenders. Other national winners include Sony, Panasonic, Prudential, Ace Hardware, and SpartanNash. This is the eight […]

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For eighth year in a row, Greenleaf Trust named one of the Best and Brightest Companies to Work For in Metro Detroit

July 30, 2018, Warren, Michigan – Companies of every size and purpose across Detroit compete annually to be named one of Metro Detroit’s Best and Brightest Companies to Work For®. Only those that distinguish themselves as having the most innovative and thoughtful human resources approaches receive the honor. Greenleaf Trust once again is, for the […]

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Greenleaf Trust Announces New Hires and Promotions

August 2016, Kalamazoo, MI Hanna Channell joins Greenleaf Trust as a wealth management assistant. She is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. With her bachelor’s degree in math education and master’s degree from Western Michigan University, Hanna has over seven […]

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Greenleaf Trust named one of Michigan’s Best and Brightest in Wellness®

September 8, 2017 Kalamazoo, Michigan – Greenleaf Trust has been named one of Michigan’s Best and Brightest in Wellness® companies to work for. The Best and Brightest in Wellness award recognizes and celebrates quality and excellence in health and wellness. The Best and Brightest in Wellness winners were evaluated by SynBella, the nation’s leading wellness […]

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Equifax Has Been Hacked…Now What?

By now you have probably heard that Equifax, one of the three national credit reporting agencies, was hacked and the personal information for 143 million individuals was compromised. Please be assured the Equifax breach is in no way associated with your Greenleaf Trust accounts. The Equifax breach exposed information including names, social security numbers, birth […]

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Greenleaf Trust is #3 (out of 100) Coolest Place to Work in Michigan: Crain’s Detroit Business

August 29, 2017 Kalamazoo, Michigan – Wealth management firm, Greenleaf Trust, has been named the #3 (out of 100) Cool(est) Places to Work in Michigan. The annual list is compiled by Crain’s Detroit Business and Best Companies Group. “Just being in the top 100 Cool Places to Work is, in itself, an accolade we welcome,” […]

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Greenleaf Trust welcomes new trust relationship officer, Regina Jaeger

Traverse City, MI, July 1, 2017 – Wealth management firm, Greenleaf Trust, announced today the hiring of Regina Jaeger, who is joining the firm’s Northern Michigan team. As Vice President and Trust Relationship Officer, Regina will be responsible for providing trust services to individuals and nonprofit organizations. She has over 29 years of experience in […]

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Greenleaf Trust recognized as Michigan Economic Bright Spot

Kalamazoo, Michigan, May 23, 2017 – Wealth management firm Greenleaf Trust has been named by Corp! Magazine as a Michigan Economic Bright Spot. Of the 250 companies nominated for the award, only 85 made the cut. Companies were reviewed and selected based on 2015/2016 increases in revenue, number of employees, locations, etc. Greenleaf Trust competed […]

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Greenleaf Trust Marks President’s Day with Second Annual Day of Caring

Kalamazoo, Michigan, February 20, 2017 – The recent President’s Day marked Greenleaf Trust’s second annual Day of Caring. With banks and capital markets officially closed for the holiday, team members were given the option of going to work or volunteering for a community organization of their choice. More than 80 percent of the Greenleaf Trust […]

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Greenleaf Trust Named One of the Country’s Best Small and Medium Workplaces

October 12, 2016, Kalamazoo, Michigan – At Greenleaf Trust, we don’t just stand behind our work—we stand behind the people who make it all possible. Our belief that a positive work environment is essential to a healthy business has been a central component to our success. Today, we’re proud to announce that Greenleaf Trust was […]

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Greenleaf Trust named 2016 Cool Place to Work in Michigan by Crain’s Detroit Business

August 29, 2016, Kalamazoo, Michigan Greenleaf Trust was selected as one of the 2016 Cool Places to Work in Michigan. The annual list of “Cool Places to Work” was created by Crain’s Detroit Business and Best Companies Group. “Most wealth management firms probably don’t think of themselves as cool,” said Michael F. Odar, President of […]

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Oliver Krings Earns Certified Information Systems Security Professional Credential

August 2016, Kalamazoo, MI Greenleaf Trust is proud to announce that Oliver Krings has successfully completed the requirements in earning the (ISC)² Certified Information Systems Security Professional credential. Oliver passed the extensive examination, completed the endorsement process, and by possessing several years of professional experience in the Information Security field.  (ISC)² is an international nonprofit membership association […]

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Greenleaf Trust Opening Grand Rapids Office; Appoints New Team

Thomas DeMeester and John Grzybek Bring Nearly 50 Collective Years of Local Experience July 2016, Grand Rapids, Michigan – Kalamazoo-based Greenleaf Trust, the privately-held wealth management firm with over $8B in assets, announces the appointment of two long-time, local wealth management leaders, Thomas A. DeMeester and John G. Grzybek, to head its new office in […]

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Greenleaf Trust named one of the Best and Brightest Companies to Work For® in West Michigan

April 27, 2016, Kalamazoo, MI The Michigan Business and Professional Association (MBPA) has recognized Greenleaf Trust as one of the Best and Brightest Companies To Work For® in West Michigan. “Our talented employees, and their commitment to the clients of Greenleaf Trust, are at the heart of our success,” said Michael F. Odar, President of […]

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George F. Bearup joins Greenleaf Trust as Senior Trust Advisor

February 2, 2016, Kalamazoo, Michigan – One of the Michigan’s most prominent trust and estate attorneys, George F. Bearup, is bringing his considerable expertise to wealth management firm, Greenleaf Trust, where he’ll serve as senior trust advisor. Mr. Bearup has practiced law in Michigan for over three decades, during which time he’s risen to prominence […]

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Greenleaf Trust named Great Place to Work® 2015 Best Small & Medium Workplaces

November 2, 2015 Kalamazoo, MI – Greenleaf Trust was named one of the best small and medium workplaces in the United States by Great Place to Work® in its 2015 Best Small & Medium Workplaces list, published today in Fortune magazine. Ranked 23rd, this is the first time Greenleaf Trust has received this honor. Divided […]

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Great Place to Work® and Fortune Name Greenleaf Trust as One of the 100 Best Workplaces for Women

September 2015, Kalamazoo, Michigan – Great Place to Work® and Fortune magazine, having surveyed more than 135,600 working women nationwide, have recognized Greenleaf Trust as one of the 100 Best Workplaces for Women. Greenleaf Trust considers the honor especially notable owing to the fact that the recognition is based on its women employees’ candid assessments […]

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Christopher J. Tarkowski Receives CERTIFIED FINANCIAL PLANNER™ Practitioner Certification

Kalamazoo, MI, September 17, 2015 – Greenleaf Trust is pleased to announce that Christopher J. Tarkowski has been authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Mr. Tarkowski has been a member of the Greenleaf Trust team since January 2014 and is responsible for […]

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Greenleaf Trust named one of the Best and Brightest Companies to Work For® in Metro Detroit

August 18, 2015 – Kalamazoo, MI – The Michigan Business and Professional Association (MBPA) has recognized Greenleaf Trust as one of the Best and Brightest Companies To Work For® in Metro Detroit. “Our talented employees, and their commitment to the clients of Greenleaf Trust, are at the heart of our success,” said Michael F. Odar, […]

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Greenleaf Trust Named a “Best Place to Work for Millennials”

Kalamazoo, MI, May 28, 2015 – Kalamazoo, Michigan – Greenleaf Trust has been named one of the best places to work for millennial employees in America, Sarah Johansson, Director of Marketing, VP announced today. The list, which comes on the heels of news that millennials are now the largest workforce in America, is the first […]

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Greenleaf Trust adds Trust Relationship Officer to Northern Michigan Team

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 […]

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“Great Rated!” Names Greenleaf Trust One of the 20 Best Workplaces in Financial Services

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 […]

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Greenleaf Trust announces team promotions

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 […]

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