Steve Phillips
Profile
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.
Former positions of Steve Phillips
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 2021-03-31 |
Training of Steve Phillips
| Western Michigan University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- Steve Phillips
