Mike Odar - CEO and President, Greenleaf Trust
Professional Overview
Mike Odar is the CEO and President of Greenleaf Trust, a leading wealth management and financial advisory firm based in Kalamazoo, Michigan. With over two decades of experience in the industry, Odar is a respected expert in financial planning, investment portfolio management, and trust and estate services.
Experience Summary
Current Role
As the CEO and President of Greenleaf Trust, Odar oversees the firm's strategic direction, operational efficiency, and client relationship management. Under his leadership, Greenleaf Trust has consistently ranked among the top wealth management firms in the Midwest, with a growing client base and a reputation for delivering personalized, high-quality services.
Odar's key responsibilities include:
- Developing and executing the firm's long-term growth strategy
- Ensuring the delivery of exceptional client service and portfolio performance
- Fostering a culture of innovation, teamwork, and professional development
- Representing Greenleaf Trust in the local and regional business community
Career Progression
Odar began his career at Greenleaf Trust in 1999 as the President, where he played a pivotal role in expanding the firm's reach and capabilities. During his tenure, he has helped grow Greenleaf Trust's assets under management from $500 million to over $2.5 billion, solidifying the firm's position as a leading provider of wealth management solutions in the Midwest.
Prior to joining Greenleaf Trust, Odar held various leadership roles at reputable financial institutions, including serving as a Vice President at a regional bank and a Senior Financial Analyst at a global investment management firm. His diverse background and extensive industry experience have been instrumental in shaping Greenleaf Trust's strategic vision and enhancing its market competitiveness.
Academic Background
Odar holds a Bachelor of Science degree in Finance from the University of Michigan, where he graduated with honors. He is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), demonstrating his commitment to maintaining the highest levels of professional expertise and client service.
Areas of Expertise
- Wealth management and financial planning
- Investment portfolio construction and optimization
- Trust and estate planning
- Retirement planning and income strategies
- Risk management and compliance
Professional Impact
Under Odar's leadership, Greenleaf Trust has been recognized for its excellence in client service, investment performance, and community engagement. The firm has been named among the "Best Places to Work in the Midwest" for four consecutive years and has received numerous awards and accolades from industry publications and local business organizations.
Odar is also an active member of the Financial Planning Association (FPA) and the CFA Institute, where he serves on various committees and contributes to the advancement of the wealth management profession.
Conclusion
With his exceptional leadership, deep industry knowledge, and unwavering commitment to client success, Mike Odar continues to drive Greenleaf Trust's growth and solidify its position as a premier wealth management firm in the Midwest. As he navigates the evolving financial landscape, Odar remains focused on delivering innovative solutions and exceptional customer experiences that help his clients achieve their financial goals.
