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Greenleaf Trust

Independent wealth management built on integrity, expertise, and client-first principles.

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Financial Services
Founded 1998
Kalamazoo, MI
194
Profile last updated: July 2026

About Greenleaf Trust

Financial ServicesFounded 1998

Careers Page

Greenleaf Trust is a privately held wealth management firm with specialized disciplines in asset management, trust administration, retirement plan administration and family office advisory services. With nearly $20 billion in assets under advisement, we are among the largest independently owned wealth management firms; by virtue of our client-first culture and depth of expertise, we are among the best. Our business model is predicated solely on our clients’ financial success. Client-aligned and talent-driven, we adhere to the highest standards of fiduciary excellence. In 2024, we celebrated twenty-five consecutive years of growth while maintaining an outstanding level of client and team member retention.

Quick Facts

  • IndustryFinancial Services
  • Founded1998
  • HeadquartersKalamazoo, MI
  • Certifications2

What Sets Us Apart

25 Years of Continuous Growth

A quarter-century of uninterrupted expansion demonstrates our stable, thriving workplace where team members grow alongside the company.

Industry-Leading Retention

Outstanding client and team member retention reflects our commitment to creating an environment where people choose to stay and build their careers.

Client-First Culture & Fiduciary Excellence

Our talent-driven approach aligns every team member with meaningful work grounded in the highest ethical standards and genuine client success.

Our Culture

The lived experience at Greenleaf Trust

Continuous Learning

A commitment to intellectual growth permeates daily work. Team members pursue certifications, share knowledge, and embrace challenging projects as opportunities to develop new expertise.

Accountability at Every Level

Responsibility is embraced from entry-level roles to executive leadership. People own their decisions, admit mistakes, and follow through on commitments with transparency.

Genuine Care for Clients and Colleagues

Beyond professional obligations, there's authentic concern for client financial wellbeing and team member success. People go the extra mile because they genuinely care.

Guided by Integrity

Right action is the default, not the exception. Ethical principles shape daily decisions, and doing what is right is never questioned or compromised.

Our Culture DNA

The core values that drive Greenleaf Trust

IntegrityFiduciaryCollaborationClient-FirstExcellenceAccountabilityLearningServiceRespectIndependent

Frequently Asked Questions about Greenleaf Trust

Common questions about working at Greenleaf Trust, their culture, and benefits.

We seek talented individuals who demonstrate excellence in their work, possess high integrity and strong values, thrive in a fast-paced environment, and genuinely enjoy serving others. We value people whose career and personal history reflect these commitments.

Our workplace culture is built on core values of integrity, service before self, and excellence in all we do. We emphasize continuing education, systemic collaboration, respect for all team members, and a positive vision for the future. This creates an environment where talented people can truly make an impact.

We invest heavily in continuing education and professional certifications. Our team benefits from mentorship opportunities, leadership development programs, and access to the expertise of our experienced professionals. Learning and growth are embedded in our culture.

Being named a Most Loved Workplace reflects our commitment to creating an environment where dynamic, top-notch people embrace a mindset of integrity, continuing education, service, and client-focused values. It validates that our team members genuinely love working here.

As an independently owned, Michigan-chartered trust-only bank, our business model is predicated solely on our clients' financial success. With nearly $20 billion in assets under advisement and a client-first culture, we combine the scale of larger firms with the personalized attention of a trusted advisor.

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This profile is based on data from LinkedIn, Glassdoor, Indeed, and the company's public career page. All certifications are independently verified by Best Practice Institute.