by Kimberly Viers | Jan 14, 2021 | Business
Supporting Teammates through ‘Business as Unusual’ Joining the ranks as a 2020 Wonderful Workplaces champion is Greenleaf Trust, a privately held wealth management firm with specialized disciplines in asset management, trust administration, qualified retirement plan...
by Kimberly Viers | Dec 9, 2019 | Business
WEALTH MANAGEMENT FIRM Kalamazoo, MI In the wealth management field, where clients’ assets are passed from generation to generation, relationships matter. “We’re like doctors in a way,” says Kimberly Dudley, human resource specialist at Greenleaf Trust. “Our clients...
