Nick Juhle
Chief Investment Officer bij Greenleaf Asset Management, Inc.
Profiel
Mr. Nicholas A.
Juhle, CFA, is a Chief Investment Officer at Greenleaf Asset Management, Inc. Mr. Juhle is responsible for development, execution and oversight of Greenleaf Trust’s investment management platform and leadership of our in-house research team.
As chair of the investment committee, Nick ensures disciplined application of Greenleaf’s investment philosophy on behalf of clients.
He is accountable for portfolio-level investment decisions including asset allocation, tactical positioning, portfolio construction, and investment policy design, as well as market and economic content development and communication.
He has over 20 years of experience in the financial services industry.
Mr. Juhle was employed as a Senior Equity Research Associate by Robert W.
Baird & Co., Inc. (Broker).
He received his undergraduate degree from Stephen M.
Ross School of Business.
Mr. Juhle is a CFA charter holder and is a member of the CFA Institute.
Actieve functies van Nick Juhle
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Chief Investment Officer | 01-01-2022 |
Eerdere bekende functies van Nick Juhle
| Bedrijven | Functie | Einde |
|---|---|---|
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Analyst-Equity | 30-09-2012 |
Opleiding van Nick Juhle
| Stephen M. Ross School of Business | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Finance |
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 |
