Daniel Greulich CFA®CFP®
Chief Investment Officer | Wealth Advisor | Ann Arbor
Daniel leads our Investment Committee and partners with Aaron Kirsch, Chief Client Advocacy Officer to design and implement client portfolios with your advisor.
Since 2007
Daniel is responsible for developing, executing, and monitoring our clientele’s personalized financial plans and investment strategies.
Daniel brings 14 years of practical experience as a trader, financial advisor, and money manager at both large and mid-sized financial services companies to GreenUp Wealth Management. In addition, he holds a CFP® designation and is also a CFA charterholder. This combination of experience and knowledge helps Dan confidently guide his clients through the development, execution and monitoring of their customized financial plans.
Daniel grew up in Cincinnati, Ohio and now resides in South Lyon, Michigan with his wife, Katie, and daughters, Lily and Penelope. While not in the office, he is an avid Cincinnati Reds / baseball fan and a soccer weekend warrior. Daniel and his family take every chance they can to enjoy Michigan’s numerous outdoor activities.
Education
Graduated from Centre College
Bachelor of Science
Certifications
The College for Financial Planning
CFP® Certification
CFA Institute
Chartered Financial Analyst
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Working with GreenUp means getting advice from advisors who care. We’ll help guide you through your financial life so that your wealth works for you.
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