Mollie Felt

Corporate Officer/Principal bei Greenleaf Asset Management, Inc.

Finance

Consumer Services

Profil

Ms. Mollie A.
Felt is a Wealth Management Associate at Greenleaf Asset Management, Inc. 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 over 12 years of experience in the financial services industry.
Ms. Felt holds a bachelor’s degree in accounting from DePaul University

Aktive Positionen von Mollie Felt

Unternehmen	Position	Beginn
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.	Corporate Officer/Principal	01.06.2023

Alle aktiven Positionen von Mollie Felt

Ausbildung von Mollie Felt

DePaul University

Undergraduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

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Führungskräfte

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Unternehmensverbindungen

Private Unternehmen	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