Team Category: Research Team

Nicholas Yealin

Junior Manager Selection Associate

• Nick is a member of the manager selection team and is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. Prior to joining Greenleaf Trust, Nick was a consultant at CBIZ primarily working in M&A advisory and business valuation. He received a bachelor’s degree in finance from Western Michigan University where he participated in the Student Managed Investment Fund.

Ebenezer Musookho

Trading Specialist

• Ebenezer is responsible for all aspects of the trading process with primary focus on equity securities. He supports research analysts and client centric team members with intra-day market insights and drives continuous improvement initiatives targeting risk reduction and best execution. Ebenezer graduated from Western Michigan University with a Bachelor of Business Administration in finance and is currently pursuing the Chartered Financial Analyst (CFA) designation.

Patrick N. Bruining

Research Associate

• Patrick is responsible for maintaining strategy and portfolio-level performance models, providing periodic performance and attribution reporting and supporting the research team with relevant reporting. Patrick has over 10 years of experience in the financial service industry. Patrick received his Bachelor of Science from Aquinas College.

Michael A. Storms, CFA®

Senior Research Analyst

• Michael is responsible for individual equity analysis, with a focus on the technology, communications, and industrials sectors. He is a voting member of the individual equity committee responsible for managing our intrinsic value strategy, a concentrated domestic equity strategy. Prior to joining Greenleaf Trust, Michael was a manager at Stout Risius Ross, and a senior associate at Willamette Management Associates. Michael has a bachelor’s degree in finance from Michigan State University. He is a CFA® charterholder and member of the CFA® institute.

Samuel J. Riethman

Trader and Fixed Income Associate

• As a trader, Sam is responsible for all aspects of the trading process with primary focus on fixed income securities and oversight of equities, options, and mutual funds. He supports research analysts and client centric team members with intra-day market insights and drives continuous improvement initiatives targeting risk reduction and best execution. Prior to joining Greenleaf Trust, Sam served as an operations analyst at First National Bank. He holds a bachelor’s degree in economics from Denison University.

Ali Fahs, CFA®

Vice President, Senior Equity Portfolio Manager

• As senior equity portfolio manager, Ali is responsible for the implementation and execution of our equity investment process, ranging from idea generation and in-depth analysis to portfolio construction and risk management. He is the chair of the individual equity committee responsible for managing our intrinsic value strategy, a concentrated domestic equity strategy. Prior to joining Greenleaf Trust, he partnered in the founding of PREMIS Capital Partners and served as senior vice president – portfolio manager. Ali also spent several years at Hansberger Global Investors in various equity research and portfolio management roles, and at North American Management as senior research analyst. Ali holds a bachelor’s degree in finance with distinction from the University of Michigan-Dearborn and an M.B.A. from Babson College, F.W. Olin School of Business. He is a CFA® charterholder and a member of the CFA® Institute.

Jacob A. Barker, CFA®, CFP®

Assistant Vice President, Senior Manager Selection Analyst

• Jacob is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. He is a voting member of the investment committee and chair of the manager selection committee. Prior to joining Greenleaf Trust, he was an investment officer within the global fund services division at Northern Trust. Jacob has a bachelor’s degree in economics from Oklahoma State University and an M.B.A from the Loyola University of Chicago Quinlan School of Business. Jacob is a CFA® charterholder and has earned the CERTIFIED FINANCIAL PLANNER^® certification.