PRESIDENT’S LETTER

Michael F. Odar, CFA® President & Chief Executive Officer

It’s hard not to acknowledge 2022 was a challenging year for everyone with a vested interest in capital markets. It took a focused plan and discipline to endure. I believe our clients felt the benefit of their relationship with us, because our objective from day one with all of them is to listen, develop a uniquely customized plan and communicate transparently and proactively as we encounter different situations and then be flexible but stay disciplined.

As you will read throughout this annual report, in 2022, we continued to add new teammates, built upon organizational diversity, equity and inclusion, enhanced our clients’ experience, received numerous awards validating our unique workplace culture, created Greenleaf Gives to provide more support to our communities, enjoyed being back in person at events and welcomed a dynamic new board member.

I am also pleased to share the promotion of Sarah Johansson to executive vice president, director of marketing in 2022.

Thank you to all who have put their trust in us. We take the work we do for our clients seriously and strive to continuously improve in order to serve you even better. Finally, we are looking forward to celebrating our 25th anniversary in 2023.