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Steve Phillips
Geen lopende functies
Profiel
Steven P.
Phillips worked as a Senior Wealth Management Advisor at Greenleaf Asset Management, Inc..
Mr. Phillips attended Western Michigan University for his undergraduate degree.
Eerdere bekende functies van Steve Phillips
Bedrijven | Functie | Einde |
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Greenleaf Asset Management, Inc.
![]() Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Portefeuillebeheerder-Aandelen | 01-04-2021 |
Opleiding van Steve Phillips
Western Michigan University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Greenleaf Asset Management, Inc.
![]() Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Finance |