Greenleaf Trust Expands Team in SE Michigan



Published:

Birmingham, MI — Greenleaf Trust is pleased to announce the hiring of two new members to its Southeast Michigan team.

Wendy Zimmer Linehan has joined the firm’s Personal Trust Division in the role of Trust Relationship Officer, and Steven Christensen has joined the firm’s Wealth Management Division in the role of Wealth Management Advisor. Wendy and Steven will work from Greenleaf Trust’s Birmingham office on the corner of Maple Road and Woodward Avenue.

Prior to joining Greenleaf Trust, Ms. Linehan was vice president, director of Private Bank Sales at Fifth Third Bank, where she oversaw a team of wealth management advisors, insurance specialists and licensed sales assistants. She practiced law for 16 years in the areas of probate and trust litigation, complex probate and trust administration, preparation of estate, fiduciary and gift tax returns, and drafting estate planning and business succession documents. Ms. Linehan earned her BA and JD law degree from the University of Michigan. She is securities-licensed, holding the Series 7, 66 and 24.

Mr. Christensen, previously spent 11 years with J.P. Morgan’s Private Wealth Management, where he most recently he served as a vice president to the Investment Advisor and prior to that as Vice president to the Fiduciary Officer. He earned his BA from Michigan State University, and his MBA from Oakland University. He is securities-licensed, holding both the Series 7 and Series 63, and is an accredited holder of the CTFA designation.

“Our goal to exceed the wants, needs and desires of our clients is achieved only through the collective efforts of our exceptionally skilled team members. We are delighted that Wendy Linehan and Steven Christensen are adding their own impressively high level skills and commitment to the Greenleaf Trust team,” said William D. Johnston, president and chairman of Greenleaf Trust.

Edit Module
Edit Module Edit Module
Edit ModuleShow Tags

Related Articles

Ford to Launch Fully Autonomous Vehicle for Ride Sharing in 2021

Dearborn-based Ford Motor Co. has announced its intent to have a high-volume, fully autonomous SAE level 4-capable vehicle in commercial operation in 2021 in a ride-hailing or ride-sharing service.

Ford to Auction Aviation-inspired Mustang

Dearborn-based Ford Motor Co. has unveiled a new aviation-inspired Mustang, which will be auctioned off to benefit the Wisconsin-based Experimental Aircraft Association’s youth education programs.

Fontinalis Partners Closes on $100M Mobility Fund

Fontinalis Partners, a Detroit-based venture capital firm, has closed on its second fund, Fontinalis Capital Partners II L.P., for $100 million. The new fund will invest in companies working on next-generation mobility technologies.

Tropical Smoothie Opens Westland Location

Tropical Smoothie Cafe, a fast casual restaurant that focuses on smoothies and healthy food options, has opened a new location in Westland. The new location is the company’s 37th store in Michigan and 500th store total.

Sophia Loren Event to be Held at Detroit Opera House

An event featuring Italian film actress Sophia Loren will take place at the Detroit Opera House this fall.
Edit ModuleShow Tags

Most Popular

  1. American Expedition Vehicles Completes Move to New Wixom Headquarters
    American Expedition Vehicles, a company that designs and manufactures Jeep accessories and...
  2. Two-level Corktown Loft in Detroit Draws Record Price of $531K
    Corktown has drawn a record price for a residential loft in Detroit’s oldest neighborhood, a...
  3. Olga’s Kitchen to Expand Across Michigan, Remodel Existing Restaurants
    Livonia-based Olga’s Kitchen Inc. plans to expand across Michigan, with up to 10 new locations...
  4. BAE System Awarded $54M to Supply Upgraded Vehicles to Brazilian Army
    Under a new U.S. Foreign Military Sales contract, BAE Systems, a global defense, security, and...
  5. Paradise Valley in Detroit Grows, Mixed-use Development Planned Behind Music Hall
    Rainy Hamilton, principal of Hamilton Anderson Associates in Detroit, plans to break ground early...
  6. Luxury Space: New $3.5M Penthouse in Downtown Birmingham Now on the Market
    Bailey Schmidt Inc., a Birmingham-based, full-service real estate company, is seeking a buyer for...