Team Location: Birmingham

Adam Mangiapane
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Adam Mangiapane

Trust Relationship Officer

  • Adam provides servicing of account needs, trust administration and fiduciary compliance for his clients in a team-based environment. A graduate of Oakland University, Adam has over 20 years of experience in the trust business, including risk management and compliance, private wealth trust administration and institutional trust administration.

Olivia Williams
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Olivia Williams

Team Service Coordinator

  • Olivia is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Olivia is an alumna of Michigan State University where she earned her bachelor’s degree in psychology and criminal justice.

Zachary Gamber
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Zachary Gamber

Wealth Management Associate

  • Zach is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning, and the management of investment portfolios. He earned his bachelor’s degree in financial management from Clemson University.

Mike Laske
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Mike Laske

Wealth Management Advisor

  • Mike specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. He has 15 years of experience in investment management and financial services. Mike received his MBA from the University of Chicago Booth and a bachelor’s degree from the University of Michigan.

Bill Feldmaier
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Bill Feldmaier

Managing Director - Southeast Michigan

  • Bill is responsible for leading Greenleaf Trust’s market strategy of southeast Michigan, business development and leadership of the firm’s Birmingham office. He has more than 20 years of financial services experience in the institutional pension, 401(k) and retirement planning space having served in senior national sales leadership roles. Bill holds a Bachelor of Science from Ithaca College in organizational communication, learning & design, and a Master of Science in communication innovation from Ithaca College. He was also a full scholarship division one quarterback at the University at Buffalo.

Andrew Edgar, CFA®
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Andrew Edgar, CFA®

Private Alternatives Analyst

  • Andrew is responsible for supporting the evaluation, selection and ongoing oversight of all private alternative investment managers utilized within client investment portfolios. Prior to joining Greenleaf Trust, he was an investment associate within the private markets team at a regional insurance company where he sourced, evaluated and managed private market strategies. Andrew has a bachelor’s degree in finance from Michigan State University and Master of Business Administration and Master of Science in finance from Walsh College. Andrew is also a CFA® charterholder.

Maggie Walker
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Maggie Walker

Team Service Coordinator II

  • Maggie is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Maggie is an alumna of Western Governors University where she earned a bachelor’s degree in special education and a master’s degree in curriculum and instruction.

Robenson Jean-Baptiste
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Robenson Jean-Baptiste

Participant Services Coordinator

  • Robenson provides education and communication services to participants of various retirement plans. He also conducts retirement plan enrollment meetings, meets with plan participants, develops education and informational materials, manages incoming participant inquiries, and processes participant requests. Robenson received his bachelor’s from Florida International University, majoring in Marketing; he brings over 10 years of customer service experience to Greenleaf Trust.

Emily Berlin
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Emily Berlin

Team Service Coordinator

  • Emily is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Emily has a background in non-profit administration and earned a bachelor’s degree from the University of Michigan in International Studies with a focus in Global Health and Environment.

Vasantha Arunachalam, CTFA
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Vasantha Arunachalam, CTFA

Senior Estate Settlement Associate

  • Vasantha is responsible for day to day servicing of estate and trust needs, providing comprehensive administrative support with expertise in tax matters and financial analysis.  Vasantha is a certified paralegal with 25+ years of estate and trust administrative experience.  Vasantha earned her Bachelor of Arts degree in economics from India, paralegal certification from Oakland University and is a Certified Trust and Fiduciary Advisor.

Jeffrey M. Hoekstra
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Jeffrey M. Hoekstra

Business Development Officer

  • Jeff is responsible for new business development with a focus on company-sponsored retirement plans. He has nearly 20 years of sales experience in the banking and finance sector, and is proficient in business operations management and customer service. Jeff graduated from Western Michigan University with a bachelor of business administration in sales and business marketing.

Wendy Z. Cox, J.D., CTFA
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Wendy Z. Cox, J.D., CTFA

Director of Personal Trust, Chief Fiduciary Officer

  • Wendy’s responsibilities include providing a trust perspective to all wealth management discussions, and coordinating planning strategies with other professional advisors, such as tax advisors or estate planning attorneys. She leads the personal trust team and is also responsible for day-to-day account oversight, fiduciary compliance and directing our team of trust relationship officers to ensure our clients receive remarkable service. Wendy practiced law for 16 years in the areas of probate and trust litigation, complex probate and trust administration, preparation of estate, fiduciary and gift tax returns, and drafting estate planning and business succession documents. She earned her B.A. and J.D. from the University of Michigan. Wendy is a designated Certified Trust and Fiduciary Advisor.

Michal Mikrut, CFP®
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Michal Mikrut, CFP®

Wealth Management Advisor

  • Michal is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. He earned his bachelor’s degree in finance from Western Michigan University. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

Rachel A. Mortensen, CTFA
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Rachel A. Mortensen, CTFA

Senior Estate Settlement Associate - Team Lead

  • Rachel is responsible for day to day servicing of estate and trust account needs, and driving efforts related to asset collection and valuation.  Rachel has worked in account administration for almost 10 years with a focus on estate settlement for the last 5 years. Rachel earned her bachelor’s in business administration from Western Michigan University in Kalamazoo. She is also a Certified Trust and Fiduciary Advisor.

Judy Grace, J.D.
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Judy Grace, J.D.

Vice President, Senior Trust Relationship Officer

  • Judy is responsible for the day-to-day trust administration and fiduciary compliance of your account. Her broad knowledge of trusts and legacy planning adds valuable strategic perspective to your holistic wealth management plan. Judy also coordinates with your other professional advisors; for example, your tax advisor and estate planning attorney, as needed. She brings over 25 years of experience in trust and estate administration. She received her B.B.A. in finance from the University of Notre Dame and her J.D. from Southwestern University School of Law. Judy is a member of the State Bar of Michigan and its Probate and Estate Planning Section.

Sharon A. Conran, J.D.
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Sharon A. Conran, J.D.

Vice President, Senior Estate Settlement Officer-Team Lead

  • Sharon is the Team Lead for Estate Settlement for the Personal Trust Team. She has 20+ years experience in estate settlement processes and procedures. She earned her J.D. law degree from Michigan State University College of Law and her B.A. in finance from Western Michigan University. Sharon has been involved for several years with Elder Law of Michigan and currently serves on their Board of Directors. Sharon is a member of the Probate and Estate Planning and Elder Law and Disability Rights sections of the State Bar of Michigan.

Seth E. Kritzman, CFA®
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Seth E. Kritzman, CFA®

Senior Fixed Income Analyst

  • Seth contributes to the development and implementation of fixed income strategies and is responsible for evaluating individual issuer credits. He is a member of the fixed income committee. Prior to joining Greenleaf Trust, Seth served as an analyst at Comerica Bank, providing operational oversight of incoming securities. He holds a bachelor’s degree in economics from Western Michigan University. Seth is a CFA® charterholder and member of the CFA® 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.