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President and Chairman
In addition to his roles as President and Chairman of Greenleaf Companies (inclusive of Greenleaf Trust; Greenleaf Hospitality, Inc.; and Catalyst Development Company, L.L.C.); Bill is also Chairman of the Board/Director of SofTech, Inc.; Director of Special-Lite Corporation; Trustee, Western Michigan University; Chairman of Southwest Michigan First Economic Development Corporation and Director of HUMANeX. He earned his bachelor’s and master’s degrees from Western Michigan University. |
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Chief Executive Officer and Senior Trust Officer
During his more than 35 years in the trust business, Ron has been involved in virtually every aspect of client service and trust management, including starting and successfully growing new trust organizations. He is a graduate of Kalamazoo College and the American Bankers Association National Trust School. |
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Executive Vice President and Director of Operations
Jennifer oversees the daily operations of trust accounting, securities processing, and performance reporting systems, and is responsible for tax reporting. She has 35 years of extensive experience in all aspects of trust operations and is a graduate of Western Michigan University. |
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Executive Vice President and Director of Personal Trust Division
In addition to leading the Personal Trust and Business Development teams, Karen is responsible for providing service for individual clients and nonprofit organizations and has more than 12 years of experience in the financial industry. She is a graduate of Northern Michigan University’s Walker L. Cisler College of Business and the American Bankers Association National Graduate Trust School. Karen is a Certified Trust and Financial Advisor.
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Executive Vice President
Chief Financial Officer
Director of Human Resources
Responsible for managing the company’s accounting, financial reporting and human resource functions, Rebecca’s experience includes 7 years in public accounting and 7 years in financial and business operations management. A member of the American Institute of CPAs and Michigan Association of CPAs, she is a University of Michigan graduate of distinction, BBA.
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Executive Vice President and Director of Retirement Plan Division
With over 30 years of experience, Dean manages the retirement plan services section of Greenleaf Trust and provides client service for individuals, retirement plans, corporations and nonprofit organizations. His community involvement includes serving on the boards of several nonprofit organizations. Dean is a Certified Trust and Financial Advisor and a graduate of both Western Michigan University and the American Bankers Association National Graduate Trust School. |
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Executive Vice President and Director of Wealth Management Division
With over 16 years of experience in the investment field, Mike leads Greenleaf Trust’s Research Team, which consists of Research Analysts and Wealth Management Advisors, and is responsible for market analysis and portfolio management. Mike also serves as chairman of the Investment Policy Committee. Mike has a bachelor’s degree in financial administration from Michigan State University and has earned his Chartered Financial Analyst designation. |
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Executive Assistant to the Chairman and President of Greenleaf Companies
Darla manages all aspects of the President’s office that relate to Greenleaf Trust, Greenleaf Hospitality, Inc., Catalyst Development Company L.L.C. and Greenleaf Capital, Inc. Additionally, Darla supports the President in all matters relative to community endeavors. Darla has 10 years experience in the financial service industry and earned her business degree from the Erie Business Center in Erie, Pennsylvania. |
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Administrative Assistant
Jennifer is responsible for providing comprehensive support and administrative assistance within the The Office of the President. She has 6 years experience in the financial industry, was a 2006/2007 Greenleaf Trust Scholarship recipient and an intern with the Greenleaf Trust Intern Program. Jennifer earned a bachelor’s degree in finance/real estate from Western Michigan University. |
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Executive Director Stryker Johnston Foundation
Lisa manages the grant making functions of the foundations as well as logistical and financial matters of all non-Greenleaf Company holdings. |
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Utilizing an astute blend of teamwork, customization and
fundamental analysis, Greenleaf Trust has developed
a personalized approach to portfolio management
that is as unique as it is effective.
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Wealth Management Advisor
Nicole is responsible for developing and executing wealth management plans for clients and for portfolio management in a team-based environment. She has more than 19 years of experience in the financial services industry. A graduate of the University of Michigan, Nicole has earned her Certified Financial Planner™ certification and her Chartered Financial Consultant designation. |
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Junior Wealth Management Advisor
Allison’s primary responsibilities include providing the Wealth Management team with operational support. She has over 5 years experience in the financial industry and earned a bachelor’s degree in business administration from Central Michigan University. She’s currently pursuing the Certified Financial Planner™ designation. |
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Wealth Management Advisor
James is responsible for developing and executing wealth management plans
for clients and managing investment portfolios in a team-based environment.
He has more than 10 years of experience in the financial services industry.
A graduate of Albion College, James has also earned his Certified Financial
Planner™ certification. |
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Director of Research and Assistant Director of Wealth Management Division
As one of the Chartered Financial Analysts who comprise our research team, Jim’s responsibilities include coverage of consumer discretionary, consumer staples, healthcare equipment and services, industrials, internationals, and large cap mutual funds. His extensive background in both the investment and global manufacturing industries provide expertise in business analysis and strategy development. Jim has a bachelor’s degree in financial administration from the University of Southern Indiana and has earned his Chartered Financial Analyst designation. |
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Research Analyst
With over 17 years of investment related experience, Tony provides investment analysis for the consumer staples, financials, industrials, REITs, and fixed income and small cap value mutual funds. Tony is also responsible for the trading of various fixed income vehicles. Tony earned a bachelor’s degree from the University of Michigan and a MBA from the Kellogg School of Management at Northwestern University. He has earned his Chartered Financial Analyst designation. |
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Wealth Management Advisor
Paul’s responsibilities include developing and executing wealth management plans and managing investment portfolios. He is responsible for managing the Greenleaf Trust Internship Program and the Greenleaf Trust Scholarship offered through Western Michigan University. He has a bachelor’s degree in business administration from Western Michigan University and is currently pursuing the Certified Financial Planner™ designation. |
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Wealth Management Advisor
Sandy is responsible for developing and executing wealth management plans for clients as well as portfolio management. He has 11 years experience in the financial services industry and earned a bachelor’s degree from Grand Valley State University. He is currently pursuing the Certified Financial Planner™ designation. |
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Vice President and Senior Research Analyst
In addition to his responsibilities as a portfolio manager, Dave provides investment analysis for the energy, pharmaceuticals and biotechnology, utilities, money markets, and balanced mutual funds sectors. Dave has also served as Greenleaf’s primary fixed income analyst. Dave has a political science/economic degree from Calvin College, a master’s degree in public administration from the University of Tennessee, is a graduate of the American Bankers Association Graduate School of Lending, and has earned his Chartered Financial Analyst designation. |
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Executive Vice President and Director of Wealth Management Division
With over 16 years of experience in the investment field, Mike leads Greenleaf Trust’s Research Team, which consists of Research Analysts and Wealth Management Advisors, and is responsible for market analysis and portfolio management. Mike also serves as chairman of the Investment Policy Committee. Mike has a bachelor’s degree in financial administration from Michigan State University and has earned his Chartered Financial Analyst designation. |
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Wealth Management Advisor
Andrew’s responsibilities include developing and executing wealth management plans and managing investment portfolios. He has a bachelor’s degree in business administration from Hope College cum laude and his master’s degree in business administration from Western Michigan University. Andrew is currently pursuing the Certified Financial Planner™ designation. |
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Junior Research Analyst
As one of the Chartered Financial Analysts on our Research Team, Michael’s sector focus includes materials, technology, telecommunications, as well as lifecycle and mid cap mutual funds. Michael is also responsible for the trading of various fixed income vehicles. With nearly 10 years experience in private equity valuation, he adds talent and proficiency to our stock selection and analysis. Michael has a bachelor’s degree in finance from Michigan State University and has earned his Chartered Financial Analyst designation. |
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Business Information Specialist
Salena’s primary responsibilities include providing the Research Team with operational support. She has 5 years experience in trust related fields and graduated from Western Michigan University with a degree in business management. |
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While serving as the primary client contacts, trust relationship officers are also responsible for maintaining a thorough understanding of every client’s financial needs. Working closely with each other and our team of research analysts, they provide our clients with the highest level of
personal service available anywhere.
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Team Service Coordinator
Peggy is responsible for providing comprehensive support and administrative assistance within the personal trust area and has over 20 years experience in the financial industry. Peggy earned a bachelor’s degree in Business Administration from Indiana State University. |
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Vice President, Director of Business Development and Assistant Director of Personal Trust Division
Dan is responsible for providing service to individual clients. He has more than 20 years experience as a practicing attorney and business leader. He is a graduate of Kalamazoo College, Thomas M. Cooley Law School and the American Bankers Association National Graduate Trust School.
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Executive Vice President and Director of Personal Trust Division
In addition to leading the Personal Trust and Business Development teams, Karen is responsible for providing service for individual clients and nonprofit organizations and has more than 12 years of experience in the financial industry. She is a graduate of Northern Michigan University’s Walker L. Cisler College of Business and the American Bankers Association National Graduate Trust School. Karen is a Certified Trust and Financial Advisor.
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Vice President and Trust Relationship Officer
As an attorney, Chris specialized in estate planning and business law, with additional expertise in estate settlement. He is a graduate of The Ohio State University, the University of Cincinnati College of Law, and the American Bankers Association National Graduate Trust School. Chris is a Certified Trust and Financial Advisor. |
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Team Service Coordinator
Brenda is responsible for providing comprehensive support and administrative assistance within the personal trust area and has over 14 years experience in the financial industry. Brenda earned a bachelor’s degree in marketing and business from Western Michigan University. |
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Trust Relationship Officer
Kevin is responsible for providing trust services to individual clients and non-profit organizations. He has 15 years of experience in the financial services industry providing comprehensive commercial lending and private banking solutions to clients. Kevin is a graduate of Kalamazoo College.
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Vice President and Trust Relationship Officer
Garry has more than 30 years in personal trust administration and management, with expertise in handling all aspects of clients’ financial matters, including estate settlement. He is a graduate of Hope College, the American Bankers Association National Graduate Trust School, and the ABA Stonier Graduate School of Banking. Garry is a Certified Trust and Financial Advisor. |
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Assistant to the CEO
Maribeth assists the CEO and Trust Relationship Officers in the administration of personal trust accounts. Her more than 26 years of experience in bank and trust services includes the administration of personal and charitable trusts and foundations. |
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Chief Executive Officer and Senior Trust Officer
During his more than 35 years in the trust business, Ron has been involved in virtually every aspect of client service and trust management, including starting and successfully growing new trust organizations. He is a graduate of Kalamazoo College and the American Bankers Association National Trust School. |
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Vice President, Trust Relationship Officer
Carlene provides service for individual clients and nonprofit organizations. She has over 24 years of experience in the trust business, and graduated with honors from Northern Illinois University and from the American Bankers Association National Graduate Trust School. Carlene is a Certified Trust and Financial Advisor. |
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Trust Relationship Officer
Lauree is responsible for providing trust services to individual clients and nonprofit organizations. She has 19 years of experience in the financial services industry providing comprehensive wealth planning and private banking solutions. A graduate of Western Michigan University with a bachelor’s degree in finance, she also maintains a Michigan real estate license. |
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Lead Trainer
Sarah is responsible for the coordination, development, and implementation of employee training programs for Greenleaf Trust. She earned a bachelor’s degree in comparative religion from Western Michigan University, graduating cum laude. |
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Team Service Coordinator
Sarah is responsible for providing comprehensive support and administrative assistance within the personal trust area and has more than 13 years experience in financial services, account management and customer service. Sarah earned a bachelor’s degree in business from Eastern Michigan University. |
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Executive Administrative Assistant
Caryn is responsible for providing comprehensive support and administrative assistance within the personal trust area and has over 8 years experience in the service industry. Caryn earned a bachelor’s degree in management and marketing from Grand Valley State University. |
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Greenleaf Trust employs the same disciplined investment
management process for qualified retirement plans that has been
so effective for high net worth individuals, foundations and endowment accounts.
We provide a complete line of retirement plan services,
always delivered with the responsiveness and personalization
that has become the hallmark of everything we do.
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Recordkeeping Analyst
Responsible for Greenleaf Trust in-house participant recordkeeping system, Carol has more than 12 years of experience as a recordkeeping analyst. She has a Certified Employee Benefits Specialist certification, and is a graduate of Kalamazoo College. |
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Recordkeeping Analyst
Responsible for assisting with Greenleaf Trust’s in-house participant recordkeeping system, Melissa has 18 years’ experience in trust operations and in the retirement plan arena. She attended both Delta College in Saginaw, Michigan and KVCC. |
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Team Service Coordinator
Gabrielle is responsible for providing comprehensive support and administrative assistance within the retirement plan and personal trust areas. A recent graduate from Western Michigan University, Gabrielle earned her degree in public relations and marketing. |
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Team Service Coordinator
Cheryl is responsible for providing comprehensive support and administrative assistance within the retirement plan group. Prior to joining Greenleaf Trust, Cheryl spent over ten years in the field of Human Resources and four years in the financial services industry. She is a graduate of Davenport University with a Bachelor’s Degree in Business Administration. |
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Executive Vice President and Director of Retirement Plan Division
With over 30 years of experience, Dean manages the retirement plan services section of Greenleaf Trust and provides client service for individuals, retirement plans, corporations and nonprofit organizations. His community involvement includes serving on the boards of several nonprofit organizations. Dean is a Certified Trust and Financial Advisor and a graduate of both Western Michigan University and the American Bankers Association National Graduate Trust School. |
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Participant Services Coordinator
Lorey provides education and communication services to retirement plan clients. She conducts retirement plan group meetings, meets with plan participants, develops the educational and informational materials, oversees the fulfillment of the quarterly participant statements and manages the Participant Call Center. Lorey has over 19 years of experience in the retirement plan field and is a Central Michigan University graduate. |
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Vice President and Assistant Director of Retirement Plan Division
With more than 6 years of experience, Chris earned his bachelor’s and master’s degrees from Western Michigan University. Chris is a Certified Trust and Financial Advisor and graduated from the American Bankers Association National Graduate Trust School. Chris serves on numerous boards and committees in the community.
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Recordkeeping Analyst
Jennifer’s primary responsibilities include the day-to-day recordkeeping of participant retirement accounts and assisting employers with payroll processing. She also provides support for the Participant Call Center. She is a graduate of Haworth College of Business at Western Michigan University with a degree in marketing and business. |
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Participant Services Coordinator
Michelle provides education and communication services to participants of various retirement plans. She also conducts retirement plan enrollment meetings, meets with plan participants, develops educational and informational materials, and supports the Participant Call Center. Prior to joining Greenleaf Trust, Michelle attended Kalamazoo Valley Community College, spent 5 years in the legal field and most recently spent 9 years in the human resources department of a large automotive group. |
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Participant Services Coordinator
Michelle provides education and communication services to participants of retirement plans. She also conducts retirement plan enrollment meetings, meets with plan participants, develops educational and informational materials and supports the Participant Call Center. Michelle has a bachelor’s degree in marketing and business from Western Michigan University. |
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Assistant Vice President and Retirement Plan Manager
Kathleen serves as a relationship manager for 401(k) and other defined contribution retirement plans. She has more than 17 years experience, manages the staff dedicated to providing participant education and communication services, and also the plan recordkeeping and administration team. Kathleen is a Qualified 401(k) Administrator, and a graduate of Western Michigan University. |
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Administrative Assistant
Kim is responsible for providing comprehensive support for accounting, human resources and marketing and sales. She assists each team in numerous activities and projects. She attended Kalamazoo Valley Community College and Northern Arizona University. |
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Senior Vice President, Investment and Estate Planning
Mark’s primary responsibility is overseeing the expansion of Greenleaf Trust into the Southeastern Michigan market. He has a BA from The College of the Holy Cross, and an MBA from the University of Detroit Mercy. Mark is a Certified Trust and Financial Advisor with more than 25 years of experience in financial services. He was recently elected to the Legal/Financial Network Group of the Community Foundation for Southeast Michigan and serves on several local boards. |
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Vice President and Director Of Marketing
Sarah is responsible for the coordination and production of all marketing and communications, as well as event planning for Greenleaf Trust. In addition to her 13 years experience in the field of marketing and communications, she has a bachelor’s degree in English from Albion College. |
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Vice President and Business Development Officer
Responsible for new business development, Albert has 25 years of experience in the financial services industry. He is a graduate of Western Michigan University and CBA Graduate School of Retail Bank Management. |
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Vice President and Business Development Officer
Matt has more than 15 years of experience in the field of trust services, with expertise in management, sales, and relationship management. He is responsible for new business development in Holland and Grand Rapids. Matt is a graduate of Central Michigan University and the American Bankers Association National Trust School. He is active in his community, serving on several non-profit boards. |
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Senior Vice President
John’s primary responsibility is overseeing the expansion of Greenleaf Trust into the Northern Michigan market. He is a graduate of the ABA National Trust School and earned an MBA from Western Michigan University. John is a Certified Trust and Financial Advisor (CTFA) with more than 20 years of leadership experience in the trust and financial services industry. |
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Operations Technician
In addition to processing equity and fixed income trades, dividends, interest and capital changes, Rebecca is responsible for Greenleaf Trust’s proxy voting procedures. She attended Kalamazoo Valley Community College and has 25 years of experience in accounting and office management. |
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Trust Operations Coordinator
Tyler is responsible for TrustReporter.com, management reporting, special projects, fee processing, as well as assisting in performance reporting. He has more than 10 years of experience in trust operations. Tyler graduated from Western Michigan University with a bachelor’s degree in finance. |
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Operations Assistant/Receptionist Support
Amber is responsible for providing comprehensive support to the operations team and assists with a wide variety of activities and projects. Amber earned her bachelor’s degree in Business Administration from Davenport College. |
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Executive Vice President and Director of Operations
Jennifer oversees the daily operations of trust accounting, securities processing, and performance reporting systems, and is responsible for tax reporting. She has 35 years of extensive experience in all aspects of trust operations and is a graduate of Western Michigan University. |
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Vice President and Assistant Director Of Operations
Lori has 21 years of experience in operations, with 9 years as an operations manager. Her responsibilities include general trust operations, performance measurement reporting, assisting trust relationship officers in administration of their accounts and year-end tax reporting. Lori is a graduate of Kalamazoo Valley Community College. |
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Trust Operations Processor
Beth is responsible for a variety of activities in the operations area including securities processing, completing capital changes and cash disbursements and reconcilement. With more than 20 years of operations experience in the financial services industry, Beth earned her Bachelor’s degree in Business Administration from Western Michigan University. |
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Administrative Assistant
Elaine is responsible for providing comprehensive support and administrative assistance within the operations area and completing capital changes. Elaine attended both Baker College and Kalamazoo Valley Community College. |
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Operations Technician
With 20 years of experience in trust operations, Mary is involved in all aspects of operations, including securities processing, cash disbursements, reconcilement and account transfers. |
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Trust Operations Support
Shannen’s primary responsibilities include account opening, account transfers and assisting Trust Relationship Officers in the administration of their accounts. She has more than 7 years of experience in the financial services industry, including operations. Shannen is a graduate of Davenport University with a degree in business management. |
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Trust Operations Processor
Ché is responsible for a variety of activities in the operations area including securities processing, cash disbursements and reconcilement. Before joining the operations team, Ché worked as an intern for Greenleaf Trust while earning her MBA with a concentration in finance from Western Michigan University. |
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Controller
Responsible for the company’s accounting and financial reporting functions, Judy has 14 years experience in the accounting field. She has a bachelor’s degree in business administration from Western Michigan University. |
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Client Service Representative
In addition to providing administrative assistance to Trust Operations and participation in marketing events, Julie is also responsible for managing the reception area of Greenleaf Trust. She has more than 15 years of experience in marketing and client service and is a Western Michigan University graduate. |
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Trust Operations Support
Laura’s primary responsibilities include overseeing the account opening process, account transfers and assisting Trust Relationship Officers in the administration of their accounts. She has a BA in economics from Kalamazoo College. |
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Trust Operations Support
Brian’s primary responsibilities include account openings, account transfers and assisting Trust Relationship Officers in the administration of their accounts. He has more than 21 years of experience in the financial services industry, including Trust Operations, Trust Investments, and Wealth Management. Brian is a graduate of Western Michigan University with a Bachelor’s degree in Marketing and Master’s degree in Finance. |
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