Family Office
Greenleaf Trust
Greenleaf Trust's Family Office serves high-net-worth families with multigenerational wealth management solutions, focusing on preserving and growing capital through deliberate portfolio management. They employ tax-efficient investment strategies, including asset allocation optimization, strategic rebalancing, and tax-…
Decision-makers
Andrew Edgar
Senior Private Alternatives Analyst
Nicholas Yealin
Manager Selection Associate
Nicholas A. Juhle
Chief Investment Officer & Investment Committee Chair
Michael Storms
Senior Research Analyst
Christopher Burns
Vice President & Assistant Director of Research
Ali Fahs
Vice President & Senior Equity Portfolio Manager
Jacob Barker
Assistant Vice President & Senior Manager Selection Analyst
Seth Kritzman
Senior Fixed Income Analyst
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