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 president, trust relationship officer. Sharon is primarily responsible for estate settlement for the personal trust team.

Michelle M. Gray and Lorey L. Matties have been promoted to participant services specialists. Michelle and Lorey provide education and communication services to retirement plan clients and participants of various retirement plans. They are responsible for conducting retirement plan group and enrollment meetings, meeting with plan participants, and developing education and informational materials. Michelle supports the Participant Call Center, while Lorey oversees the fulfillment of the quarterly participant statements.

Andrew L. Riker has been promoted to vice president, 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.

Lauree K. Vanderveen has been promoted to vice president, trust relationship officer. Lauree is responsible for providing trust services to individual clients and nonprofit organizations.

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:
Marketing
Greenleaf Trust
269.553.7268
marketing@greenleaftrust.com

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Greenleaf Trust Announces Promotions

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