An investment advisory firm dedicated to helping clients meet their long-term financial goals
After more than 35 years at Wachtell, Lipton, Rosen and Katz, David Gruenstein retired from the practice of law to serve clients in a new way.
David recently founded Gruenstein Investments LLC, an investment advisory firm. The Firm’s objective is to help clients meet their long-term financial goals, with a focus on investing for absolute returns with a long-term time horizon.
David brings to his new business the analytical thinking he has used for decades to solve a variety of complex problems, his experience with corporations and financial markets from a different perspective, and his longstanding commitment to serving clients.
He received a BA from Columbia College in 1977, majoring in probability and statistics, and a JD from Harvard Law School in 1980. He received his CFA designation in 2021.
To learn about the Firm and its investment style, investment goals and portfolio composition click here.
David Gruenstein, CFA, Founder & Principal