Despite our firm’s name, you do not need a trust to work with us.

Finance

Investment Management

Greenleaf Trust

Greenleaf Trust's headquarters in Kalamazoo, MI, United States

The Grand Rapids office focuses on wealth management and family office services, providing comprehensive client support.

Grand Rapids

The Midland office specializes in trust and financial relationships, serving clients with personalized investment solutions.

Midland

Michael F. Odar

Bethany Cwalina

Perry Wolfe

Dan J. Rinzema

Chris A. Middleton

Steve McKiddy

Oliver E. Krings

Nicholas A. Juhle

James W. Gray

Tracy L. Gauthier

Thomas L. Drews

Wendy Z. Cox

Karen A. Baldwin

William D. Johnston

This department provides financial advisory services and investment management to clients, ensuring their wealth is effectively managed and preserved.

Wealth Management

This department focuses on managing and cultivating relationships related to trust services for clients.

Trust Services

This department manages and oversees the coordination of services to ensure effective operational support.

Service Coordination

This department manages and oversees trust relationships and operations to ensure effective client service and satisfaction.

Trust Operations

The Directors Team at Greenleaf Trust comprises senior executives overseeing various critical departments including operations, human resources, compliance, marketing, personal and business trust, and retirement plan divisions. Their collective efforts ensure cohesive strategic direction, efficient operational execution, and robust regulatory compliance, driving the organization's growth and client satisfaction.

Directors Team

This department manages and oversees the processes and systems for maintaining accurate records and documentation.

Greenleaf Trust

Org chart

Board & advisors

Teams

Wealth Management

Trust Services

Service Coordination

Trust Operations

Directors Team

Recordkeeping Services

Offices

Greenleaf Trust

Org chart

Board & advisors

Teams

Wealth Management

Trust Services

Service Coordination

Trust Operations

Directors Team

Recordkeeping Services

Offices

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