Jeff T. Pauza, CFA®, CFP®

Jeff helps lead the wealth management team and specializes in the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of client investment portfolios. All services are specifically tailored to each client’s unique needs and delivered in a team-based environment. Prior to joining Greenleaf Trust, Jeff was a portfolio manager as well as a senior investment analyst. Jeff earned dual bachelor’s degrees in finance and accounting from Grand Valley State University. He is also a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.