Team member
Nicholas A. Juhle, CFA®
Chief Investment Officer
Nick is responsible for development, execution and oversight of Greenleaf Trust’s investment management platform and leadership of our in-house research team. As chair of the investment committee, Nick 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. Nick holds a bachelor’s degree in business administration from the University of Michigan Ross School of Business and has nearly 20 years of experience in the financial services industry. He is a CFA® charterholder, member of the CFA® Institute, and he is a past president of the CFA society West Michigan.