The Kalamazoo-based wealth management firm Greenleaf Trust has hired a new trust relations officer. Regina Jaeger will be responsible for providing trust services to individuals and nonprofit organizations in her role as Vice President and Trust Relationship officer.
Jaeger has more than 29 years of experience providing trust administration estate settlement, investment management services, foundation and banking solutions for trust and wealth management clients. She has joined Greenleaf Trust’s Northern Michigan team.
Jaeger graduated with honors from Davenport University and is also a graduate of Cannon Trust School. She is a Certified Trust and Financial Advisor.
“We’re delighted that Regina Jaeger is joining our trust and wealth management team,” says John Welch, Senior Vice President and Managing Director of Greenleaf Trust Northern Michigan. “Her reputation for providing the highest levels of client-focused service is well known and widely admired throughout our area. Her core values of integrity, fiduciary excellence, continuous improvement, and always putting the needs of the client first perfectly align with our own.”
Greenleaf Trust has offices in Kalamazoo, Grand Rapids, Birmingham, Traverse City, and Petoskey. It is an independent Michigan-chartered trust-only bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans.
Source: Greenleaf Trust