Eddie Warr, B.B.A.’20
Financial Future-Proofer
Wealth Management Associate,
Navigating financial complexities in the most simple and efficient manner—that is the North Star for Eddie Warr in his work as a wealth management associate at Greenleaf Trust.
A Greenleaf Scholar and intern as a WMU finance student, he was promoted to his current role in December 2020 upon graduation. Warr’s typical day entails developing comprehensive wealth management plans and managing client investment portfolios. He has earned the CFA Institute Investment Foundation’s certificate and is currently pursuing the Certified Financial Planner™ credential.
When not studying for that certification, Warr enjoys giving back to the community. He currently holds a board member position with Gryphon Place, a leading agency in the Kalamazoo area for suicide prevention as well as community restorative practices. He also volunteers with Big Brothers Big Sisters of Southwest 鶹ýӦ and serves on their Junior Leadership Committee.
Favorite Quote: “Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent.” - Calvin Coolidge