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

Dan J. Rinzema

Bethany Cwalina

Oliver E. Krings

Wendy Z. Cox

Perry Wolfe

Chris A. Middleton

Steve McKiddy

Nicholas A. Juhle

James W. Gray

Tracy L. Gauthier

Thomas L. Drews

Karen A. Baldwin

William D. Johnston

The Leadership Team at Greenleaf Trust oversees the strategic direction and operational excellence of the company. Comprised of senior executives from various departments such as operations, HR, marketing, compliance, and investment, this team ensures that all business functions align with the company's goals and customer needs. They work collaboratively to drive growth, enhance client services, and maintain regulatory standards.

Leadership Team

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

At Greenleaf Trust, the Chief Officers team is responsible for strategic decision-making and overseeing the company's core functions. This includes managing operations, financial planning, investment strategies, technology infrastructure, client relations, and long-term growth initiatives.

Greenleaf Trust

Org chart

Board & advisors

Teams

Leadership Team

Directors Team

Chief Officers

Offices

Greenleaf Trust

Org chart

Board & advisors

Teams

Leadership Team

Directors Team

Chief Officers

Offices

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