Company Email Format Management

Greenleaf Trust

Financial Services Kalamazoo, Michigan, United States 205 employees

Employees: 205
Contacts: 2
Emails: 2
Phones: 2

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Greenleaf Trust Overview

Headquarters: Kalamazoo, Michigan, United States
Phone Number: Available in AeroLeads
Website: greenleaftrust.com
Industry: Financial Services
Employees: 205
Founded: 1998
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Wealth Management "Goals Based" Trust Administration Retirement Planning Retirement Plan Administration Estate Settlement Family & Foundation Services Endowment & Foundation Services Strategic Financial Planning Asset Managment Trust

About Greenleaf Trust

At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are a comprehensive wealth management firm with specialized disciplines in goals-based wealth management, trust administration and retirement plan services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures that our clients’ best interests are at the center of everything we do. With nearly 200 employees, we are client-aligned and talent-driven and adhere to the highest standards of fiduciary excellence.

Greenleaf Trust Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 2; 66.7% coverage

Greenleaf Trust Org Chart

Sample employees and titles

Name	Title	Location	Contact
Oliver K.	CIO & CISO at Greenleaf Trust	Kalamazoo, Michigan, United States	Email Phone
Karen Baldwin, Csp, Shrm-Scp, Nccdp		Greater Kalamazoo Area, United States	View
Brad Latour		Muncie, Indiana, United States	Email Phone