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 trust administration and trust audit. She holds a bachelor’s degree in business administration from Central Michigan University and has earned the Certified Fiduciary and Investment Risk Specialist designation.

Seth E. Kritzman has joined Greenleaf Trust as a research associate. He 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 joining Greenleaf Trust, he was an analyst at Comerica Bank, primarily responsible for analyzing and setting up all new incoming securities. Seth has earned a bachelor’s degree in economics from Western Michigan University.

Lucas W. Mansberger has joined Greenleaf Trust as a manager selection analyst. He is responsible for the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. Prior to joining Greenleaf Trust, Lucas was an investment consultant with Pavilion Advisory Group, where he advised a variety of institutional clients on strategic investment topics including manager selection, asset allocation and portfolio structure. Lucas has a B.A. in philosophy from Western Michigan University and is a candidate in the M.B.A. program at the University of Chicago Booth School of Business. He holds the right to use the Chartered Financial Analyst® designation and has earned the Chartered Alternative Investment Analyst designation.

Claire Rosati joins the Greenleaf Trust Birmingham office as a family office adviser. With over 28 years in the financial services industry, she serves our high net worth families within the Family and Foundation Services Division. Claire and the team assist in providing families with solutions to their complex needs including wealth management, trust and private foundation services. Claire received her B.A. from the University of Michigan and her J.D. from the Michigan State University College of Law. Andrea P. Stidman joins Greenleaf Trust as an operations technician. She is responsible for account opening, processing and assisting the client centric team with the administration of their accounts. Andrea has a background in project and office management. She has a bachelor’s degree from Western Michigan and an M.B.A. from Bowling Green State University.

About Greenleaf Trust
With offices in Kalamazoo, Birmingham, Traverse City and Petoskey, Greenleaf Trust is an independent Michigan-chartered trust-only bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation.

CONTACT:
Sarah Johansson, VP, Director of Marketing
Greenleaf Trust
269.553.7268
sjohansson@greenleaftrust.com

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Greenleaf Trust announces new hires

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