Greenleaf Trust, a privately-held, Grand Rapids-based wealth management firm, recently announced the appointment of Robert Taylor as senior business engineer and Brian Farrell as trust operations specialist.
At Greenleaf Trust, Taylor compiles data from various sources, cleanses and loads the data warehouse, and produces information. He has nearly 30 years of experience and a bachelor’s degree in computer science from Spring Arbor University.
Farrell is responsible for cash processing and providing support to the Greenleaf Trust operations team, He is a graduate of Kalamazoo College where he earned his bachelor’s degree in business.
With offices in Kalamazoo, Birmingham, and Traverse City, Greenleaf Trust is exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans.