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Nicholas Juhle, CFA

Nicholas Juhle, CFA

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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Angela Work Summary

Number of Companies worked For
6
Average duration at company ( Year )
3
Number of job Positions
4

About Nicholas Juhle, CFA

Vice President, Assistant Director of Wealth Management at Greenleaf Trust .Read More

Nicholas Juhle, CFA’s Activities

Did you miss last week's webinar on Presidential Elections and the Psychology of the Markets led by Nick Juhle, Senior VP, Director of Research, and… .Read More
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Nicholas Juhle, CFA's Current Workspace

Greenleaf Trust
Greenleaf Trust2012-10-01 - Present
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are exclusively dedicated to providing a superior level of personalized service to high net worth individuals, companies, foundations and endowments. Greenleaf Trust is an independently owned business, and we are structured to remain that way. Our independence eliminates the possibility of your interests being superseded by the policies of some faraway corporate office, and you will never have to worry about the impact a merger or buyout could have on your account. As one of Michigan’s first trust-only banks, we have more than 125 employees working from Greenleaf Trust offices in Kalamazoo, Grand Rapids, Southeast Michigan and Northern Michigan. We are locally owned and managed in Michigan, and deeply rooted within the communities we serve. .Read More

Nicholas Juhle, CFA's Work Experiance

  • Chief Investment Officer2012-10-01 - Present
    At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are exclusively dedicated to providing a superior level of personalized service to high net worth individuals, companies, foundations and endowments. Greenleaf Trust is an independently owned business, and we are structured to remain that way. Our independence eliminates the possibility of your interests being superseded by the policies of some faraway corporate office, and you will never have to worry about the impact a merger or buyout could have on your account. As one of Michigan’s first trust-only banks, we have more than 125 employees working from Greenleaf Trust offices in Kalamazoo, Grand Rapids, Southeast Michigan and Northern Michigan. We are locally owned and managed in Michigan, and deeply rooted within the communities we serve. .Read More

    Location

    211 South Rose Street, Kalamazoo, MI, 49007, US

    Industry

    Financial Services

    Employees

    175
  • Vice President Assistant Director Of Wealth Management2012-10-01 - Present
    At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is o