Nicholas Juhle, CFA

Kalamazoo, Michigan, United States
Greenleaf Trust

University of Michigan - Stephen M. Ross School of Business

1999-2003
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About

Vice President, Assistant Director of Wealth Management at Greenleaf Trust

Nicholas Juhle, CFA In Short

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.

Nicholas Juhle, CFA's Professional Milestones

  • Consultant (2004-12-01~2007-05-01): Establishing strategic partnerships to drive business growth and establish a strong brand presence.
  • Senior Research Associate (2007-05-01~2012-09-01): Conducted groundbreaking research that led to the advancement of analytical intelligence and lauded scientific advancements.
  • Vice President Assistant Director Of Wealth Management (2012-10-01~): Implementing strategic investment initiatives, driving growth and ensuring investor confidence in the company's wealth management systems.
  • Consultant (2003-08-01~2004-12-01): Elevating client satisfaction through strategic research and personalized solutions.
  • Chief Investment Officer (2012-10-01~): Achieved record-breaking returns by building strong partnerships and creating strategic investments.
  • Senior Research Associate (2007-05-01~2012-09-01): Conducted groundbreaking research, contributing to groundbreaking discoveries in the field of research.

Nicholas Juhle, CFA's Emails and Phone Numbers

Research Contact
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Work Experience

Greenleaf Trust

Kalamazoo,Michigan,United States

Financial Services

175
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Baird

Milwaukee,Wisconsin,United States

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Accenture

Ireland

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Cerner Corporation

Kansas City,Missouri,United States

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Education

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Skill

Financial Modeling

Valuation

Equity Research

Investments

Equities

Bloomberg

Venture Capital

Business Strategy

Financial Analysis

Private Equity

Analysis

Mergers

Business Valuation

Management Consulting

Corporate Finance

Portfolio Management

Asset Managment

Due Diligence

Business Analysis

Finance

Competitive Analysis

Certification

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Frequently asked questions

What is Nicholas Juhle, CFA's email address?

We found 2 Nicholas Juhle, CFA's email addresses

What is Nicholas Juhle, CFA's phone numbers?

We found 1 Nicholas Juhle, CFA's phone numbers

Which social media profiles does Nicholas Juhle, CFA have?

Nicholas Juhle, CFA's social media include: Linkedin, 

What company does Nicholas Juhle, CFA work for?

Nicholas Juhle, CFA works for Greenleaf Trust

What is Nicholas Juhle, CFA's role in Greenleaf Trust?

Nicholas Juhle, CFA's role in Greenleaf Trust is Chief Investment Officer

Which industry does Nicholas Juhle, CFA work in?
Nicholas Juhle, CFA works in the industry of Financial Services
Who are Nicholas Juhle, CFA's colleagues?
Nicholas Juhle, CFA's colleagues are Oliver K.,Steve McKiddy,Mike Odar, CFA
What is Nicholas Juhle, CFA's latest job experience?

Nicholas Juhle, CFA's latest job experience is Chief Investment Officer at Greenleaf Trust

What is Nicholas Juhle, CFA's latest education?

Nicholas Juhle, CFA's latest education in University of Michigan - Stephen M. Ross School of Business

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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.
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