CB
Chris Burns
Assistant Director Of Research at Greenleaf Trust
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Work Experience
Apr 2014 - Present · 10 years and 8 months
Assistant Director Of Research
Jan 2023 - Present · 1 years and 11 months
Senior Fixed Income Analyst & Investment Strategist
Jun 2018 - Jan 2023 · 4 years and 7 months
Fixed Income Associate
Apr 2014 - Jan 2023 · 8 years and 9 months
Company Details
51-200 Employees
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are exclusively dedicated to providing a superior level of personalized service to high net worth individuals, companies, foundations and endowments. Greenleaf Trust is an independently owned business, and we are structured to remain that way. Our independence eliminates the possibility of your interests being superseded by the policies of some faraway corporate office, and you will never have to worry about the impact a merger or buyout could have on your account. As one of Michigan’s first trust-only banks, we have nearly 200 employees working from Greenleaf Trust offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor and Traverse City. We are locally owned and managed in Michigan, and deeply rooted within the communities we serve.
Year Founded
1998
Social Media
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Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
211 South Rose Street Kalamazoo, MI 49007, US
Keywords
Wealth ManagementWealth Management "Goals Based"​Trust AdministratioRetirement PlanningRetirement Plan AdministratioEstate SettlementFamily & Foundation ServicesEndowment & Foundation ServicesStrategic Financial PlanningAsset Managment
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