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July 02, 2015 11:17 PM 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 Investment Officer, and Chairman
Chief Operating Officer and Treasurer
Corporate Secretary and Director of Operations
Vice President, Senior Investment Advisor, and Senior Portfolio Manager
Director of Equity Research and Trading
Compensation as of Fiscal Year 2015.

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Recent Private Companies Transactions

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

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