Ivan Gruhl, CFA®
VP, Co-Chief Investment Officer
Ivan Gruhl leads the combined Portfolio Management Group of ·¬ÇÑÊÓƵapp Wealth Management and ·¬ÇÑÊÓƵapp Planning Partners in his role as VP, Co-Chief Investment Officer.
He joined HK Financial Services, now ·¬ÇÑÊÓƵapp Planning Partners, in 2011 and was chief investment officer of the company when it was acquired by ·¬ÇÑÊÓƵapp in 2020. Prior to joining ·¬ÇÑÊÓƵapp Planning Partners, Ivan was VP of client investment development at Aviva Investors, where he developed and marketed separately managed account (SMA) and mutual fund products to institutional investors.
He spent the prior 23 years with Lehman Brothers in New York, where he was Senior Vice President in the capital markets area. He also headed the Lehman bond index franchise, led a portfolio advisory team for managing institutional investor portfolios, and was involved in various roles including trading futures, corporate bond sales, and research while at Lehman.
Ivan has a bachelor’s degree in finance from Pacific Lutheran University and a master’s in finance from the Stern School of Business at NYU. He is a Chartered Financial Analyst (CFA) and holds Series 7 and 63 licenses.