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 years of experience in teaching and client service.

Adam Suwyn joins Greenleaf Trust as a wealth management associate. He is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. Adam graduated with a bachelor’s degree in management from Trinity Christian College and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Salena Al-Saadi has been promoted to CRM engineer. She is responsible for the client relationship management application.

Nicole Asher has been promoted to vice president, senior wealth management advisor. Nicole specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios.

Jim Gray has been promoted to chief strategy officer. Jim is responsible for working closely with other members of Greenleaf Trust’s Executive Council in creating, communicating, executing and sustaining the company’s strategic plan.

Dan Haines has been promoted to investment strategist, senior fixed income analyst. Dan focuses on asset allocation, investment strategy and fixed income research.

Nick Juhle has been promoted to vice president, director of research.

Mark Jackson has been promoted to senior wealth management advisor. He specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios.

Julie Mentzer has received the Certified Professional Receptionist designation.

Steven Phillips has been promoted to wealth management advisor. Steven specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios.

Katherine Szymanski has been promoted to associate fiduciary administrator. Katherine is responsible for day to day account oversight and fiduciary compliance of client accounts.

About Greenleaf Trust
With offices in Kalamazoo, Grand Rapids (Fall 2016), Birmingham, Petoskey and Traverse City, 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. www.greenleaftrust.com

CONTACT:
Marketing
Greenleaf Trust
269.553.7268
marketing@greenleaftrust.com

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