Mollie Felt

Trading-Equity at

Greenleaf Trust

Finance

Consumer Services

Profile

Ms. Mollie A. Felt is a Senior Wealth Management Associate at Greenleaf Trust.
She is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios.
She has nearly 15 years of experience in the financial services industry.
She holds a bachelor’s degree in accounting from DePaul University.
She has also earned her CERTIFIED FINANCIAL PLANNER® certification.

Mollie Felt active positions

Companies	Position	Start
Greenleaf Trust Greenleaf Trust Investment ManagersFinance Provides investment advice	Trading-Equity	-

All active positions of Mollie Felt

Former positions of Mollie Felt

Companies	Position	End
Greenleaf Asset Management, Inc. Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf AM’s internal research focuses on economic and industry trends as well as investment-specific factors. The firm employs a top-down investment approach that is based on fundamental and technical analysis. They research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline while following a strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Once a stock is selected, technical analysis is used to help determine when it should be introduced into appropriate individual portfolios. Mutual funds are utilized within some of their investment strategies.	Trading-Equity	2023-05-31

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Linked companies

Private companies	3
Greenleaf Asset Management, Inc. Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf AM’s internal research focuses on economic and industry trends as well as investment-specific factors. The firm employs a top-down investment approach that is based on fundamental and technical analysis. They research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline while following a strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Once a stock is selected, technical analysis is used to help determine when it should be introduced into appropriate individual portfolios. Mutual funds are utilized within some of their investment strategies.	Finance
Greenleaf Trust Greenleaf Trust Investment ManagersFinance Provides investment advice	Finance
DePaul University DePaul University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services