Dan Greulich
Fondateur chez GreenUp Street Wealth Management LLC
Profil
Mr. Daniel J.
Greulich, CFA, is a Chief Investment Officer & Wealth Advisor at GreenUp Street Wealth Management LLC.
He leads the Investment Committee of the firm and partners with Mr. Kirsch to design and implement client portfolios with the advisor.
He is responsible for developing, executing, and monitoring the firm's clientele’s personalized financial plans and investment strategies.
Mr. Greulich brings over 14 years of practical experience as a trader, financial advisor, and money manager at both large and mid-sized financial services companies.
He received his Bachelor of Science degree from Centre College.
Postes actifs de Dan Greulich
| Sociétés | Poste | Début |
|---|---|---|
GreenUp Street Wealth Management LLC
 GreenUp Street Wealth Management LLC Investment ManagersFinance GreenUp Street Wealth Management LLC (GreenUp) is an independent registered investment advisor headquartered in Ann Arbor, Michigan. The firm was founded by Daniel J. Greulich in 2020. GreenUp provides advisory services to individuals, high net worth individuals, corporations or business entities, and foundations. | Fondateur | 01/09/2020 |
Formation de Dan Greulich
| Centre College | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
GreenUp Street Wealth Management LLC
GreenUp Street Wealth Management LLC Investment ManagersFinance GreenUp Street Wealth Management LLC (GreenUp) is an independent registered investment advisor headquartered in Ann Arbor, Michigan. The firm was founded by Daniel J. Greulich in 2020. GreenUp provides advisory services to individuals, high net worth individuals, corporations or business entities, and foundations. | Finance |
