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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
- Driving strategic initiatives and fostering collaboration to propel business growth and expand market presence.
- Transformed company culture towards a culture of innovation through strategic planning and effective leadership.
- Driving strategic initiatives to propel company growth and achieve record-breaking revenue growth.