October 01, 2016 2:30 AM ET

Capital Markets

Company Overview of Greenleaf Trust

Company Overview

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 m...

211 South Rose Street

Kalamazoo, MI 49007

United States

Founded in 1998





Key Executives for Greenleaf Trust

Chief Executive Officer, Senior Trust Officer, and Director
Executive Vice President and Director of Personal Trust Division
Vice President and Director of Human Resources
Executive Vice President and Trust Relationship Officer
Compensation as of Fiscal Year 2016.

Greenleaf Trust Key Developments

Greenleaf Trust Opens New Office in Grand Rapids; Announces Executive Appointment

Greenleaf Trust announced that it will open new office in Grand Rapids in 2016. The company announced the appointment of Thomas A. DeMeester and John G. Grzybek, to head its new office in Grand Rapids. DeMeester, will serve as Managing Director, and Grzybek, as Director of the Family Office at Greenleaf Trust. DeMeester joins Greenleaf Trust from Northern Trust Company, where he was a Senior Wealth Strategist. John Grzybek was a founding member and Senior Relationship Manager of Mirador Family Wealth Advisors at Fifth Third Bank.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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