Daniel Greulich, CFA, CFP®

Chief Investment Officer | Wealth Advisor | Ann Arbor, MI -- Daniel leads our Investment Committee and partners with Aaron Kirsch, Chief Client Advocacy Officer to design and implement client portfolios with your advisor. 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.

Looking for guidance on your investments, retirement plans, or anything regarding financial planning? Schedule an introductory call with our wealth managmeent team today.

Articles By:

Daniel Greulich, CFA, CFP®

Quarterly Market Commentary: Acknowledging the Bull Market

It’s been an incredible year so far: the Fed’s highly-anticipated “Soft Landing” caused concern about the pace of a slowing economy, but as we conclude the 2nd quarter of 2024, there has been no landing, nor has the economy slowed. On the contrary, we have seen...

Momentum Investing

What is momentum investing, why does it work, and how does investor sentiment about the future play a critical role?

Quarterly Market Update: Unraveling the Tapestry

At the outset of 2024, many analysts are anticipating a bull market that is bringing with it promising positive momentum. However, as usual, there are contrarians who are worried that the overvaluation in the technology sector is a pattern we’ve seen before; is...

The Leading Economic Indicator (LEI)

The Leading Economic Indicator (LEI) is a tool to predict the direction of the economy and navigate financial markets. Discover why the LEI is not always reliable and why at GreenUp Wealth, we believe in a diversified approach to economic indicators to mitigate risk and identify opportunities.

How Does the Market Perform During Election Years?

The S&P 500 has historically done well during election years despite concerns about market volatility. Watch our latest Market Minute as GreenUp’s Chief Investment Officer Daniel Greulich, CFA®, CFP® emphasizes the importance of long-term fundamentals over...

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