Jamie is responsible for the coordination and oversight of investment advisory services for The Family Office at Greenleaf Trust. He works with the Family Office team to tailor investment solutions to each client’s unique needs and circumstances. Prior to joining Greenleaf Trust, Jamie served as vice president and senior portfolio manager at a national bank where he developed and managed comprehensive investment portfolios for high net worth clients. His responsibilities over his 18-year career included building and maintaining client relationships as well as developing, presenting and implementing customized investment strategies and solutions. Jamie has an undergraduate degree from Calvin College, is a CERTIFIED FINANCIAL PLANNER® and holds the Accredited Investment Fiduciary® designation.