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®

Market Minute: The Federal Funds Rate

What is the Federal Funds Rate? How does it affect consumers and businesses? Watch this short video to learn about how the Federal Reserve uses the Federal Funds Rate to influence inflation and the economy. Transcript: Hello, my name is Daniel Greulich and I’m the...

Market Minute: The Conference Board Leading Economic Index

The Conference Board Leading Economic Index pairs together multiple economic indicators in an attempt to forecast the health of the U.S. economy. Is the index predicting a recession? Transcript: Hello, my name’s Daniel Greulich, Chief Investment Officer of GreenUp...

2022 Q4 Market Commentary “Controlled Burn”

In 1910 a series of forest fires in Montana, Idaho, and Washington, known as the “Big Blowup” burned three million acres in just two days. As one of the worst fires in American history, this event forced the United States Forest Service to create policies to deal...

2022 Q3 Market Commentary: Getting the Volume Just Right

Do you know people with eclectic musical tastes? I do, and they are ages six and three. My daughters may belt out the soundtrack to Encanto, but they request the Red Hot Chili Peppers or Garth Brooks just as often. It is hard to get the volume just right as my...

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