Bloomberg the Company & Products

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us


July 02, 2015 12:07 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

Phone:

269-388-9800

Fax:

269-388-9868

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 2015.

Similar Private Companies By Industry

Company Name Region
Vrolyk & Company LLC United States
Capital Guardian Holding, LLC United States
Integrity Advisors Pension Consultants, Inc. United States
Promontory Point Capital United States
GunnAllen Financial, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Greenleaf Trust, please visit www.greenleaftrust.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.