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Profile
Mr. Nicholas A. Juhle, CFA, is a Chief Investment Officer at Greenleaf Trust.
He is responsible for development, execution and oversight of the firm's investment management platform and leadership of our in-house research team.
As chair of the investment committee, he 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.
Mr. Juhle was previously employed as a Senior Equity Research Associate by Robert W.
Baird & Co., Inc. (Broker).
He holds a bachelor’s degree in business administration from the University of Michigan Ross School of Business.
He is a CFA charterholder, member of the CFA Institute, and he is a past president of the CFA society West Michigan.
Nick Juhle active positions
| Companies | Position | Start |
|---|---|---|
Greenleaf Trust
 Greenleaf Trust Investment ManagersFinance Provides investment advice | Chief Investment Officer | - |
Former positions of Nick Juhle
| Companies | Position | End |
|---|---|---|
Greenleaf Asset Management, Inc.
 Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf AM’s internal research focuses on economic and industry trends as well as investment-specific factors. The firm employs a top-down investment approach that is based on fundamental and technical analysis. They research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline while following a strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Once a stock is selected, technical analysis is used to help determine when it should be introduced into appropriate individual portfolios. Mutual funds are utilized within some of their investment strategies. | Director of Research - Equity | 2021-12-31 |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2012-09-29 |
Training of Nick Juhle
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf AM’s internal research focuses on economic and industry trends as well as investment-specific factors. The firm employs a top-down investment approach that is based on fundamental and technical analysis. They research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline while following a strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Once a stock is selected, technical analysis is used to help determine when it should be introduced into appropriate individual portfolios. Mutual funds are utilized within some of their investment strategies. | Finance |
Greenleaf Trust
Greenleaf Trust Investment ManagersFinance Provides investment advice | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stephen M. Ross School of Business
 Stephen M. Ross School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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