Ivan Gruhl

Chief Investment Officer at AVANTAX, INC.

Finance

Consumer Services

Profile

Mr. Ivan P.
Gruhl, CFA MBA, is a Vice President & Chief Investment Officer at Avantax Planning Partners, Inc. and a Co-Chief Investment Officer & Vice President at Avantax, Inc. He joined HK Financial Services, now Avantax Planning Partners, in 2011 and was Chief Investment Officer of the company when it was acquired by Avantax in 2020.
Prior to joining Avantax Planning Partners, Mr. Gruhl was VP of Client Investment Development at Aviva Investors, where he developed and marketed separately managed account (SMA) and mutual fund products to institutional investors.
He spent the prior 23 years with Lehman Brothers in New York, where he was Senior Vice President in the capital markets area.
He also headed the Lehman bond index franchise, led a portfolio advisory team for managing institutional investor portfolios, and was involved in various roles, including trading futures, corporate bond sales, and research, while at Lehman.
He has a Bachelor’s degree in finance from Pacific Lutheran University and a Master’s in finance from the Stern School of Business at NYU.

Ivan Gruhl active positions

Companies	Position	Start
AVANTAX, INC.	Chief Investment Officer	2023-05-22
Avantax Planning Partners, Inc. Avantax Planning Partners, Inc. Investment ManagersFinance Avantax Planning Partners provides an independent, objective approach to asset management for their clients. Elements of Modern Portfolio Theory (MPT) are employed across a diverse roadmap of growth and income investments in an effort to maximize return while minimizing risk. The firm aims to assist clients with the allocation of capital among the major asset classes (bonds, stocks, and cash) while working to minimize the risk inherent in the securities marketplace.	Chief Investment Officer	2011-06-30

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Private companies	4
Avantax, Inc. Avantax, Inc. Investment ManagersFinance Provides wealth management and tax planning services	Finance
Pacific Lutheran University Pacific Lutheran University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Avantax Planning Partners, Inc. Avantax Planning Partners, Inc. Investment ManagersFinance Avantax Planning Partners provides an independent, objective approach to asset management for their clients. Elements of Modern Portfolio Theory (MPT) are employed across a diverse roadmap of growth and income investments in an effort to maximize return while minimizing risk. The firm aims to assist clients with the allocation of capital among the major asset classes (bonds, stocks, and cash) while working to minimize the risk inherent in the securities marketplace.	Finance
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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