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Greenleaf Trust
211 South Rose Street , Kalamazoo , MI , 49007 , United States
www.greenleaftrust.com
Phone: +1 269 388 9800
Revenue: $15M
Industry: Asset Management
Employees: 36
SIC: Investment Offices (6720)
NAICS: Portfolio Management (523920)
Description: Greenleaf Trust is a privately owned investment manager. The firm also provides retirement planning, estate planning, and trust services to its clients. Under trust services, it acts as the sole trustee for living trusts, charitable trusts, irrevocable trusts, marital and bypass trusts, and qualified terminable interest property trusts. The firm provides its services to high net worth individuals, companies, foundations, and endowments. It manages separate client focused balanced portfolios for its clients. The firm invests in the public equity and fixed income markets of the United States. It also invests in the mutual funds to create its portfolios. The firm conducts in-house research to make its investments. Greenleaf Trust was founded in 1998 and is based in Kalamazoo, Michigan with an additional office in Birmingham, Michigan.
2013-05-18 05:20:57

Contacts - VIEW DETAILS

Vice President(s)

Sarah Johansson, Vice President and Director of Marketing
Carlene Korchak, Vice President and Trust Relationship Officer
Dan Rinzema, Vice President and Assistant Director of the Wealth
Garry Kempker, Vice President and Trust Relationship Officer
Matthew Siel, Vice President and Business Development Officer
Coleman Long, Vice President, Assistant Director of Research, and Senior Research Analyst
David Mange, Vice President and Senior Research Analyst
Chris Middleton, Vice President, Assistant Director Of Retirement Plan Division, and Trust Relationship Officer
Albert Little, Vice President and Business Development Officer
Christopher Haenicke, Vice President and Trust Relationship Officer
James Gray, Vice President, Director of Research, and Assistant Director of Wealth Management Divison

Other

William Parfet, Director
Gregg Stover, Director
Jon Stryker, Director
Jameson Kung, Junior Research Analyst
Ronald Kilgore, Cheif Executive Officer and Senior Trust Officer
Ronald Elenbaas, Director
Ronda Stryker, Director
Andrew Riker, Wealth Management Advisor
Michael Storms, Research Analyst
Judy Marsiglia-Kelly, Senior Accountant
Barbara James, Director
Nicole Asher, Wealth Management Advisor
David Thomas, Director
Paul Jude, Wealth Management Advisor
Allison Birmingham, Junior Wealth Management Advisor
Sydney Waldorf, Director
Sanford Leestma, Wealth Management Advisor
Nicholas Juhle, Mutual Fund Analyst

President(s)

Darla Barbarini, Assistant to the President
William Johnston, President and Chairman

Chief Executive Officer

Maribeth Kidney, Chief Executive Officer

Executive Vice President(s)

Jennifer Billings, Executive Vice President, Director of Compliance, and Assistant Director of Audit
James Curry, Executive Vice President and Director of Wealth Management
N. MacVicar, Executive Vice President and Director of Retirement Plan Division
Michael Odar, Executive Vice President and Director Wealth Management Division.
Karen Bouche, Executive Vice President and Director of Personal Trust Division.

Senior Vice President(s)

Mark Jannott, Senior Vice President Investment And Estate Planning

Director(s)

Daniel Baker, Director of Business Development, Assistant Director of Personal Trust Division
Brian Loken, Director of Information Systems and Technology

CxO(s)

Rebecca Green, Executive Vice President, Chief Financial Officer, and Chief Operating Officer
Michael Elliston, Chief Accounting Officer