Ashleigh Egler-Williams
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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

Tracy L. Gauthier
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Tracy L. Gauthier

Vice President, Director of Compliance

  • Tracy is responsible for leading Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory implementation and process improvement initiatives. She has over 15 years of experience in the financial services industry, and her accomplishments include developing a culture of compliance and assisting with all aspects of account management. Tracy has a bachelor’s degree from the University of California, at Davis.

Beth Ann LaPointe, CFIRS™, CSOP
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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.

Christine M. Czopek, CFIRS
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Christine M. Czopek, CFIRS

Internal Auditor

  • Christine is responsible for the internal review of client information to ensure compliance with policies and procedures and fiduciary responsibilities and requirements are met. She has over 27 years of experience in both trust administration and trust audit. Christine holds a bachelor’s degree in business administration from Central Michigan University and has earned the Certified Fiduciary and Investment Risk Specialist designation.

Quinn C. McCormick, CAPM®
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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.

Julie A. Weston
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Julie A. Weston

Special Asset Risk Management Associate

  • Julie is responsible for coordinating the fulfillment of fiduciary responsibilities and managing risks related to non-traditional assets within the governance, risk, and compliance division. She has over ten years of experience in client service with Greenleaf Trust, and during that time she has developed a strong knowledge of governance practices related to unique assets. The combination of Julie’s experience in the industry and expertise in special assets is critical to Greenleaf’s risk management practices. Julie earned her bachelor’s degree from Western Michigan University and a master’s degree from Walden University.