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Year after year, Greenleaf Trust has been named a “Best and Brightest Company to Work For” along with similar accolades from FortuneCrain’s, Great Places to Work, and others. It’s a reflection of our corporate culture, in which dynamic, top-notch people embrace a mindset of integrity, continuing education, service, and putting clients’ interests first. This ensures that we not only hire highly qualified candidates but also retain highly satisfied clients.

Jacob A. Barker, CFA®, CFP®
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Jacob A. Barker, CFA®, CFP®

Assistant Vice President, Senior Manager Selection Analyst

  • Jacob is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. He is a voting member of the investment committee and chair of the manager selection committee. Prior to joining Greenleaf Trust, he was an investment officer within the global fund services division at Northern Trust. Jacob has a bachelor’s degree in economics from Oklahoma State University and an M.B.A from the Loyola University of Chicago Quinlan School of Business. Jacob is a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Patrick N. Bruining
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Patrick N. Bruining

Research Associate

  • Patrick is responsible for maintaining strategy and portfolio-level performance models, providing periodic performance and attribution reporting and supporting the research team with relevant reporting. Patrick has over 10 years of experience in the financial service industry. Patrick received his Bachelor of Science from Aquinas College.

Christopher D. Burns, CFA®, CPA, CFP®
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Christopher D. Burns, CFA®, CPA, CFP®

Vice President, Assistant Director of Research

  • Chris contributes to portfolio construction and asset allocation and is responsible for development and implementation of fixed income strategies. He is a voting member of the investment committee and chair of the fixed income committee. Prior to joining Greenleaf Trust, Chris was an associate client advisor at Bessemer Trust. He holds a bachelor’s degree in economics with high distinction from the University of Michigan and Master of Accounting with high distinction from the University of Michigan Ross School of Business. Chris is a CFA® charterholder, a licensed CPA, and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Andrew Edgar, CFA®
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Andrew Edgar, CFA®

Private Alternatives Analyst

  • Andrew is responsible for supporting the evaluation, selection and ongoing oversight of all private alternative investment managers utilized within client investment portfolios. Prior to joining Greenleaf Trust, he was an investment associate within the private markets team at a regional insurance company where he sourced, evaluated and managed private market strategies. Andrew has a bachelor’s degree in finance from Michigan State University and Master of Business Administration and Master of Science in finance from Walsh College. Andrew is also a CFA® charterholder.

Ali Fahs, CFA®
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Ali Fahs, CFA®

Vice President, Senior Equity Portfolio Manager

  • As senior equity portfolio manager, Ali is responsible for the implementation and execution of our equity investment process, ranging from idea generation and in-depth analysis to portfolio construction and risk management. He is the chair of the individual equity committee responsible for managing our intrinsic value strategy, a concentrated domestic equity strategy. Prior to joining Greenleaf Trust, he partnered in the founding of PREMIS Capital Partners and served as senior vice president – portfolio manager. Ali also spent several years at Hansberger Global Investors in various equity research and portfolio management roles, and at North American Management as senior research analyst. Ali holds a bachelor’s degree in finance with distinction from the University of Michigan-Dearborn and an M.B.A. from Babson College, F.W. Olin School of Business. He is a CFA® charterholder and a member of the CFA® Institute.

Nicholas A. Juhle, CFA®
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Nicholas A. Juhle, CFA®

Chief Investment Officer

  • Nick is responsible for development, execution and oversight of Greenleaf Trust’s investment management platform and leadership of our in-house research team.   As chair of the investment committee, Nick ensures disciplined application of Greenleaf’s investment philosophy on behalf of clients.  He is accountable for portfolio-level investment decisions including asset allocation, tactical positioning, portfolio construction, and investment policy design, as well as market and economic content development and communication.  Nick holds a bachelor’s degree in business administration from the University of Michigan Ross School of Business and has nearly 20 years of experience in the financial services industry.  He is a CFA® charterholder, member of the CFA® Institute, and he is a past president of the CFA society West Michigan.

Seth E. Kritzman, CFA®
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Seth E. Kritzman, CFA®

Senior Fixed Income Analyst

  • Seth contributes to the development and implementation of fixed income strategies and is responsible for evaluating individual issuer credits. He is a member of the fixed income committee. Prior to joining Greenleaf Trust, Seth served as an analyst at Comerica Bank, providing operational oversight of incoming securities. He holds a bachelor’s degree in economics from Western Michigan University. Seth is a CFA® charterholder and member of the CFA® institute.

Ebenezer Musookho
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Ebenezer Musookho

Trading Specialist

  • Ebenezer is responsible for all aspects of the trading process with primary focus on equity securities. He supports research analysts and client centric team members with intra-day market insights and drives continuous improvement initiatives targeting risk reduction and best execution. Ebenezer graduated from Western Michigan University with a Bachelor of Business Administration in finance and is currently pursuing the Chartered Financial Analyst (CFA) designation.

Samuel J. Riethman
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Samuel J. Riethman

Trader and Fixed Income Associate

  • As a trader, Sam is responsible for all aspects of the trading process with primary focus on fixed income securities and oversight of equities, options, and mutual funds. He supports research analysts and client centric team members with intra-day market insights and drives continuous improvement initiatives targeting risk reduction and best execution. Prior to joining Greenleaf Trust, Sam served as an operations analyst at First National Bank. He holds a bachelor’s degree in economics from Denison University.

Michael A. Storms, CFA®
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Michael A. Storms, CFA®

Senior Research Analyst

  • Michael is responsible for individual equity analysis, with a focus on the technology, communications, and industrials sectors. He is a voting member of the individual equity committee responsible for managing our intrinsic value strategy, a concentrated domestic equity strategy. Prior to joining Greenleaf Trust, Michael was a manager at Stout Risius Ross, and a senior associate at Willamette Management Associates. Michael has a bachelor’s degree in finance from Michigan State University. He is a CFA® charterholder and member of the CFA® institute.

Nicholas Yealin
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Nicholas Yealin

Junior Manager Selection Associate

  • Nick is a member of the manager selection team and is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. Prior to joining Greenleaf Trust, Nick was a consultant at CBIZ primarily working in M&A advisory and business valuation. He received a bachelor’s degree in finance from Western Michigan University where he participated in the Student Managed Investment Fund.

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