Nicholas Juhle

Nicholas Juhle

Chief Investment Officer at Greenleaf Trust
Kalamazoo , Michigan, United States
Nicholas Juhle, CFA is a highly experienced professional with over 20 years of work experience in the finance industry. He has a strong background in financial modeling, valuation, equity research, investments, and equities. Nicholas has worked at reputable companies such as Greenleaf Trust and Baird, where he held various positions in finance and research. He is currently the Vice President and Assistant Director of Wealth Management at Greenleaf Trust. Nicholas is skilled in business strategy, mergers, and portfolio management, making him a valuable asset in the field. .Read More
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Current Workspace of Nicholas Juhle

Greenleaf Trust

present

At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are a comprehensive wealth management firm with specialized disciplines in goals-based wealth management, trust administration and retirement plan services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures that our clients’ best interests are at the center of everything we do. With nearly 200 employees, we are client-aligned and talent-driven and adhere to the highest standards of fiduciary excellence

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Professional Background of Nicholas Juhle

- Establishing strategic partnerships to drive business growth and establish a strong brand presence.

- Conducted groundbreaking research that led to the advancement of analytical intelligence and lauded scientific advancements.

- Implementing strategic investment initiatives, driving growth and ensuring investor confidence in the company's wealth management systems.

- Elevating client satisfaction through strategic research and personalized solutions.

- Achieved record-breaking returns by building strong partnerships and creating strategic investments.

- Conducted groundbreaking research, contributing to groundbreaking discoveries in the field of research.

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Work Experience of Nicholas Juhle

Greenleaf TrustGreenleaf Trust
BairdBaird
AccentureAccenture
Cerner CorporationCerner Corporation

Education Experience of Nicholas Juhle

University of Michigan - Stephen M. Ross School of Business

University of Michigan - Stephen M. Ross School of Business

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