Mollie A. Felt, CFP®

As a trading specialist, Mollie is responsible for all aspects of the securities trading process with primary focus on equities, options, and mutual funds. She supports research analysts and client centric team members with intra-day market insights and contributes to continuous improvement initiatives targeting risk reduction and best execution. Prior to joining Greenleaf Trust, Mollie served as a fund accountant at a large global bank. She holds a bachelor’s degree in accounting from DePaul University. Mollie has also earned her CERTIFIED FINANCIAL PLANNER™ certification.