Job summary
Company overview
Greenleaf Trust is a privately held wealth management firm that specializes in providing personalized financial services, including investment management, trust administration, and retirement plan services. The company generates revenue through fees for managing client assets and offering tailored financial advice. Established in 1998, Greenleaf Trust has built a reputation for its client-centric approach and commitment to fiduciary responsibility, ensuring that clients' best interests are always prioritized. With a focus on long-term relationships, the firm emphasizes transparency and integrity in its operations, making it a respected player in the financial services industry.
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