August 30, 2016 10:11 AM ET

Capital Markets

Company Overview of Greystone Investment Management, LLC

Company Overview

Greystone Investment Management, LLC is an employee owned investment manager. The firm also provides wealth management services such as tax, estate, charitable giving, and retirement planning to its clients. It primarily provides its services to high net worth individuals. The firm also caters to individuals, pension and profit sharing plans, associated trusts, estates, partnerships, foundations, and other legal entities. It manages separate client-focused equity portfolios. The firm invests in the public equity and fixed income markets of the United States. It employs fundamental analysis to create its portfolios. Greystone Investment Management, LLC was founded in 2001 and is based in Cinc...

3805 Edwards Road

Suite 180

Cincinnati, OH 45209

United States

Founded in 2001

Phone:

513-731-8444

Fax:

513-731-7666

Key Executives for Greystone Investment Management, LLC

Chief Executive Officer, Chief Compliance Officer, and Member
Chief Investment Officer, Chairman, and Member
Chief Operating Officer and Treasurer
Corporate Secretary and Director of Operations
Director of Equity Research and Trading
Compensation as of Fiscal Year 2016.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
1509225 Ontario, Inc. United States
1650 Wealth Management, LLC United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by Capital IQ, a Standard & Poor's company. Bloomberg.com does not create or control the content. For inquiries, please contact Capital IQ directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Bloomberg L.P. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Greystone Investment Management, LLC, please visit www.greystoneinvestment.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.