Team Category: Governance, Risk and Compliance

Amari Williams

Governance Associate

• Amari is responsible for supporting Greenleaf Trust’s governance, risk management, and compliance functions, ensuring that regulatory standards are met and internal controls are effectively maintained. Amari holds a bachelor’s degree from Western Michigan University’s Haworth College of Business, bringing a strong foundation in analyzing complex processes, handling risk assessments and performing regulatory research.

Ashleigh Egler-Williams

Audit Associate

• Ashleigh is responsible for performing auditing services throughout the organization to ensure Greenleaf Trust’s fiduciary excellence standards are achieved. Additionally, Ashleigh validates compliance with regulatory requirements, policies and procedures. She has five years of experience in quality assurance validation. Ashleigh received her bachelor’s degree from Grand Valley State University

Beth Ann LaPointe, CFIRS™, CSOP

Vice President, Senior Risk Management Specialist

• Beth Ann is responsible for the coordination and oversight of the business continuity planning and vendor management programs within the governance, risk and compliance division. She has more than 30 years of experience in the financial services industry and holds a bachelor’s degree in business administration from Western Michigan University. Beth Ann has earned her Certified Securities Operations Professional (CSOP) certification and the Certified Fiduciary & Investment Risk Specialist (CFIRS) designation.

Quinn C. McCormick, CAPM®

Compliance Specialist II

• Quinn is responsible for assisting with Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory research and implementation, and process improvement initiatives. She has been in financial services with Greenleaf Trust for over eight years, and her organizational experience along with her problem solving skill set are essential in supporting our culture of compliance. Quinn is a graduate of Kalamazoo College where she earned her bachelor’s degree in mathematics. She earned her master’s degree in business administration from Western Michigan University and is also a Certified Associate in Project Management (CAPM)® through the Project Management Institute.