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 a bachelor’s degree in business administration from Andrews University and a MBA from New York University.

Michelle Kintz joins Greenleaf Trust as a controller and is responsible for the organization’s accounting, budgeting, and financial report functions. She holds a bachelor’s of business administration degree from Western Michigan University where she graduated Summa Cum Laude.

Catie S. Matzka joins Greenleaf Trust as a team service coordinator. She is responsible for providing comprehensive support and administrative assistance within the personal trust area. A graduate of Western Michigan University, Catie earned her bachelor’s degree in business administration.

Brandon D. Bauer joins Greenleaf Trust as a wealth management associate. He is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of investment portfolios. All services are specifically tailored to each client’s unique needs and delivered in a team-based environment. He has earned a bachelor’s degree from Grand Valley State University where he double majored in finance and business economics and is currently pursuing the Certified Financial Planner™ certification.

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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